Trusts & Probate Solicitor

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Job ID: JROWK002

Salary: £40000-£60000 per year

Job Term: Full Time, Permanent

Sector: Legal

Location: Chichester

Job Description:

James Ray Recruitment are working with an established firm who have built a solid reputation for providing high-quality legal services in the Chichester area. The firm specialises in Private Client, Residential Conveyancing, and Family Law, with a loyal client base that continues to grow.

Our client is seeking an experienced Trusts and Probate Solicitor to join their dedicated team.

Have 3+ years of PQE in a relevant area, with STEP membership (or willingness to work towards it) being advantageous but not essential.

Be a team player who is flexible, self-sufficient, and adept at managing a diverse client base, including older clients and high-net-worth individuals.

Possess strong IT skills, a proactive attitude, and the ability to thrive in a fast-paced environment.

Work independently while receiving support and supervision as needed.

Key Duties:

The role primarily involves:
Probate and Estate Administration: Managing a variety of cases, from basic estates (below the inheritance tax threshold) to more complex taxable estates requiring IHT400 forms and relevant schedules, including the application of appropriate tax reliefs.

Intestate Estates: Handling cases where the deceased died intestate, with a sound understanding of intestacy rules and procedures.

Trusts Knowledge: Demonstrating an understanding of trusts, including tax principles affecting trusts upon creation and throughout their lifetime. Advising on their application in wills or during the creation of lifetime trusts.

Life Interest and Discretionary Trusts: Managing the setup and administration of trusts arising from wills, including processes for collapsing discretionary trusts when appropriate during estate administration.

Trusts & Probate Solicitor

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