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Curle Stewart

Private Wealth Solicitor (private client)

Glasgow
Posted about 22 hours ago
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Role Description

Due to expansion, we are looking to recruit an additional Private Wealth Solicitor for our busy team. As a Private Wealth Solicitor at Curle Stewart, you will provide legal advice and services to high-net-worth and private clients on a range of succession matters.

Day-to-day responsibilities include:

  • Drafting wills, trusts, and powers of attorney
  • Advising on succession planning, estate administration, trust administration, and tax-efficient wealth structuring
  • Working closely with clients to understand their circumstances
  • Managing files
  • Liaising with third-party advisers
  • Ensuring matters progress efficiently and compliantly

The role involves collaboration with colleagues across the firm to support client transactions and broader commercial interests. This is a full-time, on-site role based in Glasgow.

Required Experience

Reporting to the Head of Department, the right candidate will have experience in:

  • Preparing and advising on Wills and Powers of Attorney
  • High net worth and ultra-high net worth Inheritance Tax planning including advising on asset transfers, lifetime and death planning
  • Estate administration
  • Creation and variation of Trusts
  • Trust administration including calculation of 10 year and exit charges
  • Winding up trusts
  • Negotiating with HM Revenue and Customs

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The right candidate will also:

  • Be a qualified Solicitor in Scotland with a strong background in private client work
  • Have excellent mathematic skills
  • Have proven technical expertise in wills, estates, trusts, and general succession planning
  • Have excellent client care, compliance, communication, and relationship-building skills
  • Have a strong commercial awareness and ability to contribute to the growth of the firm
  • Be able to manage a full case load proactively and independently as well as working collaboratively with the team
  • Be able to work to financial targets
  • Assist with training junior staff
  • Ideally have 3 years PQE+ experience in the private client/wealth field
  • Speak fluent English and have the right to work in Scotland

Preferred Experience but Not Essential

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  • Be STEP qualified (or working towards it)
  • Guardianship and Intervention Order court experience
  • Contentious estates and trusts experience
  • Cross border estate planning experience
  • Cross border estate administration experience

To Apply

Please send your CV to Stephanie Christie-Carmichael at scc@curlestewart.co.uk or contact 0141 227 6200 for a confidential chat about the role.

About Curle Stewart Limited

Curle Stewart is a boutique commercial legal practice founded in 2011 and based in central Glasgow. The firm combines top legal expertise with a focus on personal service, intelligent advice tailored to client needs, and transparent pricing. A close-knit team culture and efficient use of technology enable high-quality work without large-firm overheads, giving clients strong value. The client base includes SME businesses, leading entrepreneurs, high net worth individuals, and well-known corporates. Team members enjoy a positive, collaborative working environment reflected in strong, long-term client relationships.

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Skills

Wills and Powers of Attorney
Inheritance Tax Planning
Estate Administration
Trust Administration
Succession Planning
Tax-Efficient Wealth Structuring
Client Relationship Management
Compliance
Commercial Awareness
HMRC Negotiation
Case Load Management
Technical Legal Expertise

Location

Glasgow, Scotland, United Kingdom

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