This strong regional law firm are seeking to secure a Private Wealth Partner to join their highly ranked Private Client team. This is a fantastic opportunity to be part of a team who advise HNW clients across the agricultural sector.
Key responsibilities
- Lead and supervise a well-regarded Private Wealtg team
- Play an active role in delivering the firm’s growth strategy through networking and referrer engagement
- Manage a varied and complex caseload, including:
- Tax-efficient estate and succession planning for high net worth and ultra-high net worth individuals
- Advising farmers and business owners on intergenerational succession planning
- Administration of complex estates, including rural and business assets
- Creation, restructuring and termination of trusts
- Advising on Inheritance Tax planning, including lifetime giving strategies
- Preparing Wills and Lasting Powers of Attorney
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