Private Wealth Solicitor / Associate
other jobs CRA Consulting
Added before 3 hours
- England,Yorkshire and The Humber,South Yorkshire,Sheffield
- Full Time, Permanent
- £45,000 - £70,000 per annum
Job Description:
Full job descriptionPrivate Wealth Solicitor / Associate
Location: Sheffield
Salary: £45,000- £70,000
Contract: Permanent
About the Firm
An exciting opportunity has arisen for an experienced Private Wealth Solicitor to join an established and highly regarded Private Client team in Sheffield.
The successful candidate will join a forward-thinking firm with a strong reputation for delivering specialist legal advice and exceptional client service. The team works with a varied and sophisticated client base, including high-net-worth individuals, business owners, entrepreneurs, landowners and families with complex personal and financial affairs.
This is an excellent opportunity to become involved in high-value, technically challenging work, advising clients on the preservation, protection and transfer of wealth across generations.
About the Role
You will manage your own specialist caseload, providing strategic and tailored advice across a broad range of complex private wealth matters.
The work will include:
*Advising high-net-worth individuals and families on complex estate planning and wealth preservation.
*Providing specialist inheritance tax (IHT) planning and mitigation advice, including Business Property Relief and Agricultural Property Relief.
*Advising on capital gains tax, lifetime gifting and tax-efficient wealth transfer strategies.
*Drafting and advising on complex Wills, trust deeds and associated estate planning documentation.
*Advising on the creation, administration and termination of discretionary, life interest and other specialist trusts.
*Managing complex and high-value estate administrations involving business interests, property portfolios and significant assets.
*Advising on family business and agricultural succession planning.
*Working alongside accountants, financial advisers and other professional intermediaries to deliver comprehensive wealth planning solutions.
*Developing and maintaining long-term client and professional relationships, contributing to the continued growth of the team’s offering.
About You
The successful candidate will be an experienced Private Client Solicitor or Chartered Legal Executive with a strong technical background and a particular interest or specialism in private wealth.
You will ideally demonstrate:
*Strong experience in complex estate planning, trusts and succession matters.
*A detailed understanding of inheritance tax planning and the interaction between IHT, CGT and trust taxation.
*Experience advising high-net-worth individuals, business owners or clients with substantial and complex assets.
*Excellent technical knowledge, drafting skills and attention to detail.
*The ability to manage a specialist caseload independently and provide commercially focused advice.
*Confidence in building professional relationships and identifying business development opportunities.
*A proactive, client-focused approach with the ability to communicate complex matters clearly.
STEP qualification, full membership or progress towards accreditation would be advantageous, as would experience in agricultural or business succession planning and international private wealth matters.
The Opportunity
This is a fantastic opportunity to join an established team undertaking high-quality, complex private wealth work, with the scope to further develop your technical expertise, build lasting client relationships and contribute to the ongoing growth of a specialist offering.
How to Apply:
If this vacancy is of interest, please click the apply button. Alternatively, if you would like to discuss the role with Ross Roberts, who is managing this vacancy, call for a confidential discussion.
Are you looking to review additional career opportunities? Visit our jobs page at
Location: Sheffield
Salary: £45,000- £70,000
Contract: Permanent
About the Firm
An exciting opportunity has arisen for an experienced Private Wealth Solicitor to join an established and highly regarded Private Client team in Sheffield.
The successful candidate will join a forward-thinking firm with a strong reputation for delivering specialist legal advice and exceptional client service. The team works with a varied and sophisticated client base, including high-net-worth individuals, business owners, entrepreneurs, landowners and families with complex personal and financial affairs.
This is an excellent opportunity to become involved in high-value, technically challenging work, advising clients on the preservation, protection and transfer of wealth across generations.
About the Role
You will manage your own specialist caseload, providing strategic and tailored advice across a broad range of complex private wealth matters.
The work will include:
*Advising high-net-worth individuals and families on complex estate planning and wealth preservation.
*Providing specialist inheritance tax (IHT) planning and mitigation advice, including Business Property Relief and Agricultural Property Relief.
*Advising on capital gains tax, lifetime gifting and tax-efficient wealth transfer strategies.
*Drafting and advising on complex Wills, trust deeds and associated estate planning documentation.
*Advising on the creation, administration and termination of discretionary, life interest and other specialist trusts.
*Managing complex and high-value estate administrations involving business interests, property portfolios and significant assets.
*Advising on family business and agricultural succession planning.
*Working alongside accountants, financial advisers and other professional intermediaries to deliver comprehensive wealth planning solutions.
*Developing and maintaining long-term client and professional relationships, contributing to the continued growth of the team’s offering.
About You
The successful candidate will be an experienced Private Client Solicitor or Chartered Legal Executive with a strong technical background and a particular interest or specialism in private wealth.
You will ideally demonstrate:
*Strong experience in complex estate planning, trusts and succession matters.
*A detailed understanding of inheritance tax planning and the interaction between IHT, CGT and trust taxation.
*Experience advising high-net-worth individuals, business owners or clients with substantial and complex assets.
*Excellent technical knowledge, drafting skills and attention to detail.
*The ability to manage a specialist caseload independently and provide commercially focused advice.
*Confidence in building professional relationships and identifying business development opportunities.
*A proactive, client-focused approach with the ability to communicate complex matters clearly.
STEP qualification, full membership or progress towards accreditation would be advantageous, as would experience in agricultural or business succession planning and international private wealth matters.
The Opportunity
This is a fantastic opportunity to join an established team undertaking high-quality, complex private wealth work, with the scope to further develop your technical expertise, build lasting client relationships and contribute to the ongoing growth of a specialist offering.
How to Apply:
If this vacancy is of interest, please click the apply button. Alternatively, if you would like to discuss the role with Ross Roberts, who is managing this vacancy, call for a confidential discussion.
Are you looking to review additional career opportunities? Visit our jobs page at
Job number 4331369
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