Private Client Solicitor

BLG140803_1718353582
  • Negotiable
  • Leeds, West Yorkshire
  • Permanent

Our client is currently seeking a Private Client Solicitor, preferably with 5 years+ PQE to join their Private Client Team in Leeds. Their Private Client team is one of largest and most successful private client teams outside London, specialising in the administration of complex, high value & prestigious estates.

Working within a team you will have the opportunity to work with great clients, many of which have worked with the business for many years. General responsibilities include but are not limited to:


* Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally
* Advising on the maximisation of capital tax reliefs and opportunities for capital tax mitigation or deferral, particularly in relation to agricultural and/ or business assets
* Considering and advising on the creation of new trusts as well as altering existing trusts
* Compliance requirements for trusts and other entities, including the Trust Registration Service
* Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc.
* The use of life insurance with trusts in estate planning
* Dealing with all aspects of estate administration, including complex estates of high value, estates which include agricultural and / or business property, taxable estates, and intestacies
* Attendings meetings with the personal representatives and third parties, collating information on the assets and liabilities and verifying that information, arranging the valuation of assets, preparing applications for grants of representation, including both online submissions and paper applications, drafting full Inheritance Tax accounts and returns of estate information, dealing with HMRC enquiries
* Drafting full estate accounts
* Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction
* Advising on deeds of variation, deeds of disclaimer and other post death tax planning


The ideal candidate will be a qualified Private Client Solicitor with 5 years+ PQE. A STEP Membership would be advantageous, although not essential providing you are happy to undertake this qualification in the future.

  • Ability to prioritise and manage a varied caseload
  • Strong academic background
  • Excellent communication skills
  • Keen attention to detail

Having been established for over 25 years, we are experts in legal recruitment. Our strength derives from the fact that we are well-known, well-respected and have developed long-standing bonds with both our clients and candidates and have become an authority on all aspects of legal recruitment.

If you would like to apply for this role or have any questions, please contact Sophie Linley at Sacco Mann on 0113 236 6711 or ask to speak to another member of the Private Practice team. Alternatively, if you know of anyone who would be suitable for this role then please let them or us know as we offer a reward for successful referrals. For full terms please see our website.

Sophie Linley Director

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