An excellent opportunity for a Private Client Solicitor to join a well-established, full-service law firm’s Inverness office. The firm has a strong reputation for advising high-net-worth individuals and business owners across Scotland. This role focuses on estate and succession planning, trust administration, and inheritance tax planning. Ideally suited to a solicitor with 4+ years' PQE looking to develop their career in a supportive and experienced team.
Working as part of our established team based in Inverness, the successful applicant will carry out a full range of private client work with a particular focus on estate and succession planning for high net-worth clients with business and farming interests across Scotland and further afield, multi-million-pound executries and family trust work. Previous experience of Private Client work is essential.
The firm are a STEP Platinum Employer Partner, with senior team members all being STEP qualified. We would support the successful candidate in undertaking the STEP qualification, should they wish.
Main duties and responsibilities
* Dealing with the administration of estates, both alongside senior colleagues and independently.
* Drafting Wills, relevant letters of wishes, Powers of Attorney and Living Wills.
* Assisting with the establishment, administration and wind up of family Trusts and Charities, including personal injury Trusts.
* Advising on Inheritance Tax and other Capital Tax planning.
* Contributing to the Team Business Development strategy.
* Delivering CPD updates upon request.
* Complying with GDPR requirements.
Applicants to this role require
* Experience of working in a Private Client Team is essential.
* Strong written and verbal communication skills.
* Excellent attention to detail.
* Willing to engage in, and be committed to ongoing professional development and guidance.
* Keenness to become involved with business development activities.
* Committed to ongoing research and exploration of relevant materials and information.
* Ability to prioritise and manage a varied workload, seeking advice when required.
* Accountable for meeting deadlines and maintaining appropriate communication with the client.
* Committed to providing clients with sector leading advice and guidance.
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