Estate planning jobs in Guildford

Report writing on IHT exposure and detailed estate planning advice * Report writing on detailed trust advice to include the following, which is not necessarily an exhaustive list: * The existence of ...

As part of our Private Client team, you will handle a variety of matters including wills, probate, estate planning, trusts, and inheritance tax. You will have the opportunity to work closely with ...

... Estate Planning Consultant, PQE in Private Client Law.

Drafting legal documents for review by Solicitors relating to Wills, Lasting Powers of Attorney, Estate Planning, Probate, Estate Administration and Trusts. * Handling and assisting with Probate and ...

Strong technical knowledge of UK tax and probate legislation, particularly in the areas of inheritance tax, trusts, and estate planning. * Proven experience in managing client relationships ...

You'll collaborate with a highly experienced team, providing support across a spectrum of wills, trusts, probate, estate planning, and other estate-related matters. Main duties/responsibilities: * Be ...

Estate planning and Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Product / Service: Highly-Respected ...

Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits. The Financial Adviser will generally ...

Assisting attorneys in drafting wills, trusts, and other estate planning documents. * Managing and organising client files, ensuring accurate and up-to-date information. * Conducting legal research ...

About the roleOur client is a leading residential estate management company, who manage an excess ... planning/monitoring/time management Able to prioritise and work on multiple levels Excellent ...

As a wills, probate and estate planning Paralegal, your day-to-day duties may include: * Supporting on a caseload from inception to resolution * Providing some legal advice to clients * Conducting ...

We support and advise clients on a comprehensive range of personal matters including but not limited to: estate planning, Wills, Tax, trusts, Lasting Powers of Attorney and Court of Protection ...

The firm currently provides a reputable Private Client legal service including providing advice on Wills and Estate Administration, Trusts and Estate Planning, Tax and Powers of Attorney. * Chambers ...

They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning. Following a promotion of the existing assistant to a paraplanning position, they are now hiring a ...

... estate planning, working closely to develop their personalised wealth management strategies. Working alongside some of the best Private Wealth Lawyers in the country with first class technology ...

The successful candidate will be handling a portfolio of clients covering wills, estate planning, inheritance tax, lasting powers of attorney and probate. Job Description:- * Inheritance Tax Planning

Estates Manager Venn Group are working with a school in Surrey to recruit for a full-time Estates ... ensuring planned and reactive works are completed * be responsible for building maintenance ...

... estate planning and administration. • You should be able to communicate sympathetically with clients from a broad demographic who will be discussing personal and emotive matters with you. • You ...

You'll work closely as part of the Lifestyle Estate Planning team providing a high standard of secretarial support and high-quality administrative assistance.This is a permanent full-time role ...

We are looking for a PA to join our Lifestyle Estate Planning team in Reading. 5 days per week office attendance. Your Role and What You'll Be Doing The role of Personal Assistant is key to the ...

The role will see you deliver a full range of private client services to the firm's clients including will drafting, probate and estate administration, inheritance tax planning and trusts, and ...

You'll lead a team dedicated to both planned and reactive maintenance including tender processes ... With challenges as grand and diverse as the estate itself, your work will directly impact the ...

Supporting with rolling core estate refurbishment programme projects managing seeking landlord ... Strong planning, organisational and communication skills. * Good working knowledge of Microsoft ...

We are looking for a Senior Planning Specialist to provide workforce planning support and governance to the Estate & Liabiliti... ZIPC1_UKTJ