Description
Octopus Legacy is looking for a dedicated Private Client Solicitor to craft bespoke wills, provide Inheritance Tax guidance, and advise on establishing and administering trusts for clients requiring tailored solutions. The role involves close client interaction to understand complex family structures and business ownership, focusing on wealth preservation, inheritance tax planning, and asset protection. Key responsibilities include engaging with clients, analyzing financial situations, drafting various estate planning documents, providing expert guidance on trust taxation, reviewing existing documents, collaborating with financial advisors, and managing trust administrations. The ideal candidate will have over three years of PQE, experience in drafting complex wills, trusts, and estate structures, and trust administration, along with strong communication skills and a passion for developing estate planning offerings in a fast-paced startup environment.
