Address
Form of work
SalarySolihull
Full Time
Competitive Salary
Probate
- Dealing with administration of estates from start to finish.
- Preparation and application for Grant of Probate and Letters of Administration.
- Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
- Attending to house clearances where appropriate
- Collecting in and realising assets and paying liabilities
- Distributing the estate and preparing income and distribution accounts
- Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.
Wills
- Taking instructions and advising as necessary
- Assessing the capacity of the Client, where necessary
- Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
- Drafting, preparation and attesting of Wills
- Applying for Statutory Wills, where necessary
Trusts and Tax
- Advising generally with regard to Trusts
- Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
- Drafting Trust documents
Powers of Attorney/Lasting Powers of Attorney
- Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
- Assessing the capacity of the Client, where necessary
- Drafting Powers of Attorney
- Preparing applications with regard to the registration of Enduring Powers of Attorney
- Acting as Certificate Providers
Advising and looking after interests of elderly clients
- Dealing with their affairs either under Power of Attorney or without Power of Attorney
- Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets
- Advising with regard to DSS benefits and making necessary applications
- A knowledge of social care and CHC funding would be useful.
Court of Protection
- Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
- Complying with terms of Court Orders and directions
- Producing accounts for the Court
- Dealing with all necessary formalities of the Court and generally with the Patient’s affairs
Business Development
- Proven experience of business development
Company Perks:
- Our client offers a work-life balance, flexibility including hybrid working.
- 25 days holiday + BHs.
- Annual bonus related to achievement of fee income targets.
- Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved).
- Comprehensive training and development opportunities.
