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Private Client Solicitor – High Net Worth & Rural Clients

G2 Legal Limited · Swindon

Hybrid 70,000 - 80,000 GBP/year 🇬🇧 English
Estate administration Tax planning Succession planning Inheritance tax mitigation

Job description

About the role

This position leads the Private Wealth department for the Swindon and Marlborough area, providing specialist advice to high‑net‑worth individuals, farming families and business owners. You will work alongside recognised experts on succession, estate planning and trust matters.

Key responsibilities

  • Advise high‑net‑worth and ultra‑high‑net‑worth clients on estate and succession planning.
  • Support farming families and business owners with wealth preservation and generational succession strategies.
  • Manage administration of complex estates, including agricultural and business assets.
  • Establish, administer and restructure trusts.
  • Provide inheritance tax mitigation and lifetime gifting advice.
  • Draft wills and lasting powers of attorney.
  • Handle Court of Protection matters.
  • Liaise with HMRC, accountants and professional valuers on tax and estate issues.
  • Assist business development initiatives and maintain key referrer relationships.
  • Supervise and mentor junior team members where appropriate.

Required profile

  • Qualified Solicitor or Chartered Legal Executive.
  • Approximately 6 years post‑qualification experience in Private Client law.
  • Strong technical knowledge of estate administration, tax planning and succession matters.
  • Experience advising high‑net‑worth clients; exposure to agricultural or landed‑estate work is advantageous.
  • STEP qualification beneficial but not essential.
  • Excellent communication and client‑relationship skills.

Required skills

  • Estate administration
  • Tax planning
  • Succession planning
  • Trust establishment and restructuring
  • Inheritance tax mitigation
  • Wills drafting
  • Lasting Powers of Attorney drafting
  • Court of Protection handling
  • Liaising with HMRC, accountants and valuers

What we offer

  • High‑quality Private Client work within a respected Legal 200 practice.
  • Hybrid and flexible working arrangements.
  • Clear progression and career development opportunities.
  • Supportive, collaborative team culture.
  • Competitive salary and benefits package.

Questions fréquentes

Le salaire proposé pour ce poste est de 70-80k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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G2 Legal Limited

Swindon