WILLS, TAX & TRUSTS LAWYER

LOCATION: Wells
PURPOSE: To deliver an exceptional service to our clients presenting with a range of complex matters relating to wills, tax planning, family issues, trusts, and powers of attorney. The quality of work is exceptional and comprises complex and high-value instructions.

KEY RESPONSIBILITIES
Delivering expert legal advice on a range of private client matters, including:

• Completing all aspects of Wills work.
• Setting up and managing lifetime trusts and overseeing annual tax returns.
• Managing estate and trust administration.
• Providing advice on inheritance tax planning.  The successful candidate must have a working knowledge of all capital taxes.
• Managing a portfolio of clients for whom we hold Lasting Powers of Attorney, covering both property and financial affairs and health and welfare.
• Maintaining up-to-date knowledge of private client law, taxation, and compliance developments to ensure accurate and effective advice.
• Providing high quality and empathetic client care, while building a good rapport with existing clients, local accountants, financial advisors, surveyors, as well as actively attracting new clients.

To apply, please email your most recent CV and a covering letter to Shelley Hankins at Shelley_Hankins@chubb-bulleid.co.uk or call Shelley on 01749 836105 to discuss.