Wills and Tax Advisor

Location
Poole, Dorset
Salary
Negotiable and DOE
Posted
18 Apr 2017
Closes
16 May 2017
Ref
ASH-2-1804-3
Job Title
Solicitor
PQE Level
10+, 2-4, 5-7, 8-10
Contract Type
Permanent
Hours
Full Time

My client, a large multi-office law firm in Dorset, has a new full time vacancy due to a forthcoming retirement. **Part-time applicants and Consultants are welcome to apply**

The successful candidate will be required to draft wills of all complexities to include:

  • discretionary trusts
  • life interest trusts
  • trusts for disabled persons and vulnerable beneficiaries and property protection trusts 
  • to make applications for Court of Protection

General affairs work to include:

  • the appointment of deputies
  • the making of statutory wills
  • the making of gifts on behalf of people who lack capacity
  • to administer the financial affairs of persons who are subject of deputyship orders and persons on behalf of Attorneys

To administer estate work for all complexities to include:

  • taxable and non taxable estates
  • estates with foreign elements
  • estates with business assets and those leading into trusts

To administer trust work for all complexities to include:

  • setting up property protection trusts
  • management of personal injury trusts
  • will trusts and;
  • inter-vivos trusts.

You will also be able to advise clients on:

  • inheritance tax planning
  • capital gains planning 
  • dealing with tax returns for trusts and individuals
  • and to prepare and maintain precedents and templates for the probate department.

Contact details
Apply below or contact Sofie Scott at ASH Elite Limited to discuss the opportunity further. 

As part of our candidate care process we aim to respond to all applications within 7 working days. If you have not been contacted within this timescale, please ensure that you check you junk email folder. We prefer that you provide a contact telephone number on first contact so that we can contact you personally. 

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

ASH Elite Limited is acting as an Employment Agency in relation to this vacancy. ASH Elite Limited is an equal opportunities agency and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. 

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