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.