Private Client Lawyer
Some more information about the work itself and the Private Client team
Further information about the job
We wanted to give you some more information about the work that you’d be doing and the team you’d be joining. So the Head of the Private Client team, David Cornelius, has provided the following information. We hope this helps!
The work and our team
We are a friendly and supportive team offering help and assistance to our clients. Most of our clients are individuals and we assist in a range of private client areas including will drafting, estate administration, tax planning and trust advice.
Our ethos is to be flexible and friendly with all of our clients and to build a good rapport. This leads to long-term client relationships, a high level of trust and becoming their trusted advisers. This is demonstrated by the amazing reviews left by our clients and the personal recommendations we receive.
Our work covers all aspects that you would expect from a Private Client Team.
We provide clients with advice regarding estate planning, which can include inheritance tax mitigation, but also looking at family practicalities and the best way of structuring their situation. This can then lead on other aspects such as preparing Wills, lasting powers of attorney or trusts.
Additionally we offer a full range of estate administration services. This can range from a simple application for probate, to full estate administration and also, if required, acting as executor. As well as conducting the estate administration, we also look at opportunities for the beneficiaries to mitigate their own tax position and maximise the amount they and their families will receive.
We also offer a service for estates where we can advise clients on matters that are on the cusp of becoming contentious. We can offer sensible and fair solutions to hopefully mitigate potential litigation and allow a smoother and more cost-effective solution for everyone.
Our team also offer specialist advice regarding trusts, establishing trusts and also advising on existing trusts, the tax indications and options available.
Our client base is generally in Devon and Cornwall, but we do have some clients further afield particularly in the South-East and London. Due to the value of their estates, many of our clients require inheritance tax advice.
Our approach, as a team, is to offer our clients a high level of service and to provide our lawyers with the tools and training that they need to develop their skills.
You will be keen to develop the practice and will be open to new challenges and keen to market your own achievements. You are somebody with significant experience in advising individuals and being responsible for your own case load.
We look to offer a premium service, and generally our costs in the local market reflect this. However, our clients appreciate the service and advice we provide which we aim to continue.
I look forward to hearing from you.
Thank you for your interest and time.
Head of Private Client team