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.

SHARETwitterLinkedIn

Apply for this roleAsk a Question

Any text that cb want to include here.Apply for this role

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.

About the team

Meet the team

  • Suki Loftus

    Suki Loftus

    Trust Manager

  • Caroline Hollis

    Caroline Hollis

    Advanced Paralegal (MCILEx)

  • Daniel Simon

    Daniel Simon

    Senior Partner

  • Roger Woolfe

    Roger Woolfe

    Consultant

  • Cameron Crees

    Cameron Crees

    Associate

  • James Austen

    James Austen

    Partner

  • Tulin Hamit

    Tulin Hamit

    Partner

  • James Cook

    James Cook

    Partner

  • William Hancock

    William Hancock

    Partner

  • Nathania Hall

    Nathania Hall

    Associate (FCILEx)

  • Charlie Fowler

    Charlie Fowler

    Partner

  • Peter Daniel

    Peter Daniel

    Partner - Head of Private Wealth

  • Isobel Rudge

    Isobel Rudge

    Associate

  • Emily Malvaso

    Emily Malvaso

    Associate

  • Aidan Grant

    Aidan Grant

    Senior Associate

  • John Saner

    John Saner

    Partner

About the service

Learn more

Trusts, tax & estate planning

About you

Learn more

Any text that cb want to include here.Apply for this role

Check out our relevant content and downloads

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.

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.

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.

latest updates
PREV NEXT

Any text that cb want to include here.Apply for this role

Tax & Estate Planning

Private Wealth Associate – 2 years’+ PQE

SHARETwitterLinkedIn

Apply for this roleAsk a Question

Back to the start

Keep scrolling

Apply for this role

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:

  • Trust Administration
  • Duties of Trustees
  • Family Trusts
  • Will Trusts
  • International Estate Planning
  • Efficient tax and estate planning
  • Lasting power of attorney

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:

  • Trust Administration
  • Duties of Trustees
  • Family Trusts
  • Will Trusts
  • International Estate Planning
  • Efficient tax and estate planning
  • Lasting power of attorney

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

PREV NEXT

Apply for roleEnquire about role

Need some more information? Make an enquiry below.

    Subscribe

    Please add your details and your areas of interest below

    Specialist sectors:

    Legal services:

    Other information:

    Jurisdictions of interest to you (other than UK):

    Message us on WhatsApp (calling not available)

    Please note that Collyer Bristow provides this service during office hours for general information and enquiries only and that no legal or other professional advice will be provided over the WhatsApp platform. Please also note that if you choose to use this platform your personal data is likely to be processed outside the UK and EEA, including in the US. Appropriate legal or other professional opinion should be taken before taking or omitting to take any action in respect of any specific problem. Collyer Bristow LLP accepts no liability for any loss or damage which may arise from reliance on information provided. All information will be deleted immediately upon completion of a conversation.

    I accept Close

    Close
    Scroll up
    ExpandNeed a hand?Toggle

    Get in touch

    Get in touch using our form below.



      Business Close
      Private Wealth Close
      Hot Topics Close