Private Client Senior Associate / Partner - Milton Keynes

Buckinghamshire, England
08 Mar 2018
05 Apr 2018
Kate Sinclair
Sector/Practice Area
Private Client
Vacancy Type

My client is a leading regional firm that is looking to expand their Milton Keynes offering.

They are looking for a Senior Associate / Partner level candidate to develop their private client offering and take it forward in line with the rest of the business

Your key duties will involve:

  • developing the Private Client team in Milton Keynes through active networking internally and externally
  • drafting and advising on trusts, whether created by will or by lifetime gift, including reviewing existing trusts and will statutes
  • administering complex estates and trusts - completing IHT 100 and 400 forms competently and confidently
  • liaising with investment managers and brokers
  • attending and running client meetings
  • providing advice to clients on estates and capital taxes
  • producing accounts for trusts, including trustee's minutes and executors meeting minutes
  • drafting and filing income tax returns

You will have at least 5 years PQE and be looking to get involved in business development. A following is not required but would be an advantage.

For more information please contact Kate Sinclair at Chadwick Nott:

0121 200 5578

07921 001235

Chadwick Nott Ltd is acting as an Employment Agency in relation to this vacancy.

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