Private Wealth Partner
G2 Legal Limited
Banbury, Oxfordshire, GB
2h ago
source : The Legists

Our client is a leading law firm based in Oxford with a national reputation for handling commercial and personal legal matters for a wide range of individuals, businesses, institutions, and third sector organisations.

The role will be covering private client, but the department is renowned for dealing with high value complex work and your involvement will depend upon your level of experience.

The practice is seeking a Partner to join the Private Wealth Department

The ideal candidate will present with a minimum of 7+ years’ PQE, ideally gained in a top tier law firm.

To be considered for this private wealth partner role, you will have experience dealing with a variety of private client matters, including :

  • estate administration including taxable estates, wills and estate planning and trust advice (setting up and advising re trusts) and proficiency in dealing with more complex cases involving HNW individuals
  • acting for a number of high net worth individuals and landed estates, providing advice on the use of wills and trusts to mitigate capital taxes
  • familiarity with taxation and management of trusts, including former A&M trusts, 18-25 trusts and experience with interest in possession trusts and discretionary trusts including the interaction with s31 Trustees Act 1925
  • The successful applicant will need to be dynamic and capable of implementing a variety of marketing and business development initiatives.

    You should also possess a strong academic record.

    In return for your hard work and dedication, the firm offers a competitive starting salary which includes regular salary reviews, a year on year bonus and a comprehensive benefits package to include agile working and private medical.

    To register your interest in this senior private wealth partner role based in Oxford, please call Gayle Woolf at G2 Legal.

    Required : 6 - 10+ years of experience

    At G2 Legal we have a wide range of positions open at legal firms around the UK. Visit our website to view them or contact Loraine Silvester on 01273 289000 to find out more.

    Company Benefits

  • 25 days holiday per annum
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