Private Client Senior Associate

The role

This role is for a talented and driven senior associate in the Private Client & Tax Group. The ideal candidate will have an excellent academic background, high-quality training, and experience at a firm with a strong private client practice. This position offers the opportunity to work on challenging and rewarding matters with a diverse and prestigious client base.

What you'll do

• Draft wills and advise on succession planning, including the creation and maintenance of wealth planning structures such as onshore and offshore trusts, foundations, family investment companies, and partnerships
• Advise on inheritance tax, including reliefs, exemptions, double tax treaties, and strategic planning exercises
• Provide guidance on cross-border succession planning, including conflict of law issues, and coordinate with foreign counsel to implement global strategies
• Advise on tax residency and domicile matters, as well as income tax and capital gains tax principles, including the remittance basis of taxation, split-year treatment, overseas workday relief, and other personal tax concerns
• Support trustees and beneficiaries regarding their rights and responsibilities, including assisting with trust restructuring projects
• Advise on legal issues arising from the loss of mental capacity, including preparing and registering lasting powers of attorney
• Advise individuals and trustees on philanthropic initiatives and impact investing, as well as provide guidance on charitable law for charities
• Assist individuals and trustees with compliance matters, including reporting obligations, transparency, and anti-corruption regulations
• Offer tax advice on the establishment, management, or unwinding of UK residential property holding structures, covering income tax, capital gains tax, inheritance tax, corporate tax, ATED, and SDLT considerations
• Address other general tax and private client matters as they arise
• Manage own workload while recognising when to seek support or guidance

What we're looking for