Tax & Estate Planning

Private Wealth Associate – 2 years’+ PQE

We have a vacancy for an Associate in our Tax & Estate planning team, with knowledge and experience of working on a broad range of Tax & Estate planning matters.

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We have a vacancy for an Associate in our Tax & Estate planning team, with knowledge and experience of working on a broad range of Tax & Estate planning matters.

The candidate will need to demonstrate competence in all areas of Tax & Estate Planning law.  They will have ample operational independence, professional responsibility and client contact, but will also benefit from constant support and encouragement from other members of the Department, at all levels, including supervision from highly experienced partners.

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About the team

Meet the team

  • James Austen

    James Austen

    Partner

  • Aidan Grant

    Aidan Grant

    Senior Associate

  • Tulin Hamit

    Tulin Hamit

    Partner

  • John Saner

    John Saner

    Partner

  • Suki Loftus

    Suki Loftus

    Trust Manager

  • Emily Malvaso

    Emily Malvaso

    Associate

  • Charlie Fowler

    Charlie Fowler

    Senior Associate

  • Roger Woolfe

    Roger Woolfe

    Consultant

  • Cameron Crees

    Cameron Crees

    Associate

  • William Hancock

    William Hancock

    Partner

  • Peter Daniel

    Peter Daniel

    Partner - Head of Private Wealth

  • James Cook

    James Cook

    Partner

  • Caroline Hollis

    Caroline Hollis

    Advanced Paralegal (MCILEx)

  • Daniel Simon

    Daniel Simon

    Senior Partner

About the service

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Trusts, tax & estate planning

About you

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Tailored support for individuals and families

Specialising in complex wealth structuring, we work closely with individuals and families based in the UK and overseas to protect their wealth now and in the future.

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LASTING POWERS OF ATTORNEY EXPLAINED

What are lasting powers of attorney? Why make an LPA ? What does it cover? When can an LPA be used? What information is needed? Our guide on making an LPA covers everything you need to know when considering giving another person certain authority to make decisions, in circumstances where you no longer have the mental capacity to do so on your own.

Download guide to LPAs

Coronavirus: Tips for private clients

We have put together a helpful list of the important tax and estate planning tips you should be thinking about during, and in the aftermath of, the coronavirus pandemic.

Download Coronavirus tips for Private Clients
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Tax & Estate Planning

Private Wealth Associate – 2 years’+ PQE

SHARETwitterLinkedIn

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Apply for this role Trusts, tax & estate planning

Creating and preserving your legacy.

Considering estate and succession planning during your lifetime gives you the opportunity to structure your affairs in a flexible and tax-efficient way for the short and long term.  You may be looking to provide for children or grandchildren without them having control too soon, preserve business assets, or protect a disabled child.  To ensure that your wealth is structured in line with your priorities, you need an expert adviser to provide you with creative and individually tailored advice.  While the scope for people domiciled in the UK to create new trusts tax-efficiently is more restricted than in the past, there are still a number of planning options.

We help businesses & individuals in complex issues such as:

  • Wills
  • Inheritance tax
  • Trusts
  • Trust structures
  • Tax efficient tax and estate planning
  • Protecting and preserving business assets
  • Succession planning and stewardship
  • Management of existing trusts
  • Living trusts
  • Administration of trusts
  • Wills for individuals with complex and high value estates
  • Lasting Power of Attorney
  • Business Lasting Power of Attorney
  • Court of Protection
  • Capacity issues

Learn more

Apply for this role About You

You will need to form good working relationships with clients, colleagues and other professions at all levels of seniority.  You will be a people-person, with emotional intelligence who is assured, professional and confident in ability.

Tax & Estate Planning

Private Wealth Associate – 2 years’+ PQE

We have a vacancy for an Associate in our Tax & Estate planning team, with knowledge and experience of working on a broad range of Tax & Estate planning matters.

The candidate will need to demonstrate competence in all areas of Tax & Estate Planning law.  They will have ample operational independence, professional responsibility and client contact, but will also benefit from constant support and encouragement from other members of the Department, at all levels, including supervision from highly experienced partners.

SHARETwitterLinkedIn

About the service

Creating and preserving your legacy.

Considering estate and succession planning during your lifetime gives you the opportunity to structure your affairs in a flexible and tax-efficient way for the short and long term.  You may be looking to provide for children or grandchildren without them having control too soon, preserve business assets, or protect a disabled child.  To ensure that your wealth is structured in line with your priorities, you need an expert adviser to provide you with creative and individually tailored advice.  While the scope for people domiciled in the UK to create new trusts tax-efficiently is more restricted than in the past, there are still a number of planning options.

We help businesses & individuals in complex issues such as:

  • Wills
  • Inheritance tax
  • Trusts
  • Trust structures
  • Tax efficient tax and estate planning
  • Protecting and preserving business assets
  • Succession planning and stewardship
  • Management of existing trusts
  • Living trusts
  • Administration of trusts
  • Wills for individuals with complex and high value estates
  • Lasting Power of Attorney
  • Business Lasting Power of Attorney
  • Court of Protection
  • Capacity issues

Learn more

About you

You will need to form good working relationships with clients, colleagues and other professions at all levels of seniority.  You will be a people-person, with emotional intelligence who is assured, professional and confident in ability.

View all insights

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