Senior Associate - Private Client

About the role

This senior associate position sits within a high‑performing Private Wealth team in Reading. The role is hybrid, allowing a blend of office and remote work, and focuses on sophisticated tax and estate planning for high‑net‑worth and internationally mobile clients.

Key responsibilities

• Advise high‑net‑worth individuals, business owners and cross‑border clients on complex estate and tax planning.
• Develop inheritance tax and succession strategies for families with multi‑jurisdictional assets.
• Draft wills, lasting powers of attorney, trust documentation and related private‑client instruments.
• Structure, create and administer trusts, including those with cross‑border elements.
• Support senior lawyers on advanced international tax and estate planning projects.
• Assist family‑owned businesses with succession planning, governance structures and wealth preservation.
• Design tax‑efficient strategies for transferring business interests, leveraging reliefs such as Business Property Relief.
• Collaborate with corporate and commercial teams on private‑client aspects of restructures and exit planning.

Required profile

• Significant experience in wills, trusts, tax and broader private‑client advisory work.
• Strong technical grounding in estate and tax planning for high‑net‑worth and cross‑border clients.
• Proven ability to handle complex, multi‑jurisdictional matters independently.
• Experience advising family business owners on succession, governance and taxation.
• STEP and/or CTA qualifications preferred.

Required skills

• STEP qualification
• CTA qualification
• Business Property Relief knowledge
• Capital Gains Tax planning expertise

What we offer

• Competitive salary range £60,000‑£80,000 per annum.
• Hybrid working model.
• Opportunity to work on high‑value, cross‑border private‑client matters.
• Professional development and business‑development exposure.