G2 Legal
Private Wealth Lawyer
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Private Wealth Lawyer
Private Wealth Lawyer / Partner - Swindon
This strong regional law firm are seeking to secure a Private Wealth Partner to join their highly ranked Private Client team,. This is a fantastic opportunity to be part of a team who advise HNW clients across the agricultural sector.
Key responsibilities: Lead and supervise a well-regarded Private Wealtg team Play an active role in delivering the firm’s growth strategy through networking and referrer engagement Manage a varied and complex caseload, including: Tax-efficient estate and succession planning for high net worth and ultra-high net worth individuals Advising farmers and business owners on intergenerational succession planning Administration of complex estates, including rural and business assets Creation, restructuring and termination of trusts Advising on Inheritance Tax planning, including lifetime giving strategies Preparing Wills and Lasting Powers of Attorney Court of Protection matters Engagement with HMRC and professional valuers in relation to inheritance and agricultural property reliefs
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What experience is required: Qualified Solicitor or Chartered Legal Executive circa 6PQE + Experience within a Private Wealth team, ideally with exposure to agricultural or rural estates Solid understanding of tax planning, estate administration, and succession matters STEP qualification or membership of the Law Society’s Private Client Section (desirable but not essential)
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You will be joining a highly regarded Private Wealth and Agriculture team at a firm that offers hybrid working, a supportive culture, and opportunities for career progression.
Apply now to Loraine Silvester at G2 Legal or call for a confidential discussion
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