Paralegal, Wealth & Succession - Private Client

The role

This is an opportunity for a Paralegal to join Howard Kennedy's Wealth & Succession team within their Private Client department in London. The role focuses on assisting with the administration of estates and tax and estate planning for High Net Worth and Ultra High Net Worth individuals.

What you'll do

• Assist with the administration of a broad range of estates from the straightforward to complex estates with international aspects
• Prepare applications for Grants of Probate and Letters of Administration
• Collate asset and liability information from financial institutions and other third parties
• Assist with the preparation and submission of inheritance tax forms and supporting documentation
• Liaise with HMRC regarding inheritance tax and estate administration matters
• Support fee earners with the collection and realisation of estate assets
• Assist with distributions to beneficiaries and the completion of estate administration matters
• Maintain accurate records and ensure compliance with regulatory and internal procedures
• Act as a key point of contact for clients and third parties
• Provide a high standard of client care at all times
• Manage diaries, monitor key deadlines and ensure matters progress efficiently
• Open new matters, conduct conflict checks and assist with client onboarding requirements
• Accurately record time and assist with billing processes where required
• Maintain electronic and physical files in accordance with firm policies
• Assist with tax and estate planning issues as required

What we're looking for

Benefits

Hiring contacts