Estate planning jobs in WinchesterCreate job alerts

Private Client Lawyer - Winchester, Hampshire Thrilled to be working again with this phenomenal Private Client firm in Winchester as they are looking to appoint at least one, perhaps two more, strong and ambitious Private Client lawyers for their already incredibly highly regarded, Chambers ranked, Private Client practice. The firm can trace it's roots back over 200 years and the firm combines old-fashioned values of excellence, trust and long-term relationships, with strong financials, careful business development and ambition and confidence for the future. You will be joining a strong team of 7 dedicated Private Client lawyers, three being Partners of the firm, and the work is fantastic in all areas, including complex wills, trusts, estate and succession planning, tax, and Court of Protection matters. This is a team where knowledge is shared, careers are nurtured, and excellence is expected - and highly rewarded ! If you're keen to work for a firm where Private Client practice is genuinely at the heart of things, and somewhere where you will be allowed and indeed encouraged to build your own reputation for excellence.. this is probably the role you've been looking for, and at the very least it's got to be worth a quick chat to find out more hasn't it ? Please contact Matt Goodwin at Goodwin Hume Legal Recruitment, who is retained on this recruitment - with a call 07926 168848, or with an e-mail enquiry in the first instance to - All enquiries are treated in strict confidence.

Private Client Solicitor – Winchester (£50,000 to £90,000) ALS is proud to be working in partnership with a highly regarded regional law firm to appoint a Private Client Solicitor. Renowned for its high-quality, client-focused approach, the firm has built a strong reputation in Private Client and property work, advising a loyal base of high net worth individuals. Their modern Winchester office offers excellent transport links and on-site parking. They reward and promote based on merit. Be part of this now. The Opportunity This is a senior role with real influence. You will take the lead on complex Private Client matters while playing a key role in shaping the future of the department. With a clear path to senior leadership, this is an ideal move for someone ready to step beyond fee earning into a more strategic position. What You’ll Be Doing • Advising on wills, trusts, inheritance tax, and estate planning, • Managing complex matters for high net worth clients, • Mentoring and developing junior team members, • Strengthening client relationships and growing your network, • Supporting the firm’s ongoing growth and strategic direction What We’re Looking For • 5+ years’ PQE in Private Client, • Strong technical expertise and experience with high value matters, • A commercially minded, client-first approach, • Proven leadership or mentoring capability, • Ambition to contribute at a senior level, • Join a forward-thinking firm where your expertise and leadership will be recognised, valued, and rewarded.

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role Title: Client Service Executive Financial Planning Division: Financial Planning Location: Winchester (Hybrid) Contract: Permanent Hiring Manager: FP Lead Working pattern: Hybrid About the Role To coordinate and ensure that excellent continuity and completeness of service promised to each client is provided in the local office working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly. What youll be responsible for • As requested by your Financial Planner, to proactively engage with clients to help them get up to date with matters in hand(within MiFID II procedures), • Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner, • To remind FPs and schedule Annual Reviews as they fall due, • To coordinate work with FPs, PPs and others i...

Legal Secretary - (12‑Month Contract) Winchester | Office‑Based Up to £33,000 per annum (depending on experience) Hours: Monday-Friday, 9:00am-5:00pm to start end June/early July Our client is an established, award‑winning professional services firm known for its responsiveness, reliability, and integrity. They are seeking an experienced and highly organised Secretary to join their Tax & Estate Planning team on a 12‑month contract. This is an excellent opportunity for someone who takes pride in delivering high‑quality administrative and secretarial support within a professional environment. Key Responsibilities Audio typing and document production from dictation Preparing a range of legal and administrative documentation Handling internal and external telephone enquiries Acting as the first point of contact for the team Liaising professionally with clients Ensuring file compliance and maintaining accurate records Managing diaries and arranging appointments Filing and general administrative dutiesAbout You Strong written and verbal communication skills Previous experience in a similar secretarial role Highly organised, efficient, and able to prioritise effectively Accurate typing and data‑entry skills A proactive team player with a flexible approach Strong IT skills, particularly Microsoft Word, Excel, and Outlook Experience within Tax & Estate Planning is advantageous bu...

We're a Staffordshire-based estate planning firm with one simple belief: getting your affairs in order shouldn't be complicated, expensive or intimidating. You'll work as a self-employed estate planning consultant, representing CFS Wills in your area. You'll meet with clients in their homes, on vide

A leading tax and advisory firm in the UK is looking for a Tax Manager to provide expert advice in UK and Isle of Man taxation.The ideal candidate will have at least 5 years’ experience in tax, relevant qualifications such as ACA or ACCA, and the ability to mentor junior staff.Responsibilities inc

A leading real estate firm located in London is seeking an experienced professional to advise clients on various aspects of planning law. The ideal candidate will demonstrate a strong passion for planning, along with excellent attention to detail and strong communication abilities. Responsibilities

A strong private wealth advisory firm in Greater London seeks a Senior Private Client lawyer to provide expert advice on wills, trusts, probate, and estate planning.

The candidate will provide expert knowledge in planning law within the Real Estate practice. A leading law firm in Greater London is seeking a Senior Associate/Senior Counsel (7PQE+) to head its Planning team. Responsibilities include advising on real estate projects and leases, collaborating with c

A leading global, privately owned real estate and construction consultancy is seeking an experienced Head of Planning to lead and develop its UK construction planning capability. Head of Planning (Construction – Primavera P6). Lead the national planning function across multiple live construction a

This role involves providing innovative tax and estate planning advice to high-net-worth individuals and families.

A luxury real-estate development group in the United Kingdom is seeking a proactive and detail-oriented Project Manager to join their Real Estate team. The role involves planning, coordinating, and executing construction projects in tropical environments.

This role offers the opportunity to work with a small, dedicated team, providing comprehensive legal services in areas such as Wills, Probate, and Estate Planning.

Self-employed Estate Planning Consultant. We're looking for experienced estate planning consultants to cover various locations across the UK. Estate Planning Assistant software.

A leading legal services provider seeks a self-employed Estate Planning Consultant across the UK. Successful candidates will have proven estate planning experience, excellent interpersonal skills, and the ability to clearly communicate complex legal concepts. Join this fast-growing business and capi

An established industry player is seeking an experienced Private Client Solicitor to join their Brighton office.This role offers the opportunity to deliver exceptional legal services to a growing clientele while engaging in marketing events and fostering client relationships.The firm emphasizes a fl

You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented. Engage with clients to understand their estate planning needs and objectives. Analyse complex

The role will involve advising clients on all aspects of planning including the drafting and negotiation of section 106 agreements, permitted development rights, certificates of lawfulness, compulsory purchase orders, objecting to planning applications, planning appeals and challenges, enforcement a

A forward-thinking estate planning firm is seeking a Will Drafter to craft precise and legally sound estate planning documents.

Estate planning, including inheritance tax advice and setting up trusts. Drafting and advising on probate applications and administering estates. Strong technical knowledge of probate and estate administration.

A prominent estate planning firm in the UK seeks a self-employed Estate Planning Consultant to discuss legal planning with clients. Ideal candidates will have proven estate planning experience and excellent interpersonal skills, capable of conveying complex legal information understandably.

A prominent Thames Valley law firm is seeking a senior Private Client lawyer with over 7 years of experience in tax and succession planning.

A rapidly growing tech company in Greater London seeks a General Manager to drive its estate planning services towards becoming a leading brand.

Due to continued growth, we are recruiting for an experienced Estate Planning Practitioner to join our 5-star rated national Will writing, Estate Planning and Financial Services business, based in Camberley with additional new offices opening in Hartley Wintney later in the year.

A leading estate planning company is looking for Freelance Field Sales Consultants across the UK.

Candidates must have proven estate planning or will writing experience, excellent interpersonal skills, and a full UK driver's license. A progressive service provider in the UK is seeking self-employed Estate Planning Consultants.

A top City and International firm in Greater London is seeking a planning lawyer with 4-6 years of experience to join their real estate team. Responsibilities include negotiating complex planning agreements, advising on infrastructure projects, and providing support for the transactional real estate

This role involves managing a diverse caseload focused on probate and estate administration while offering the chance to shape processes in a dynamic environment.

Candidates should have at least 6 years of experience in handling taxable estates, tax planning, and the creation of wills.

A technology-driven estate planning firm in London is seeking a Paralegal - Will Drafter. The ideal candidate has 1+ years of experience in estate planning, preferably holds a STEP qualification, and is skilled in using will-writing software.

The firm enjoys an excellent reputation in the delivery of private client services including all aspects estate planning, wealth protection, family & matrimonial services, property investment and residential conveyancing. Acting for a diverse range of clients (including wealthy individuals and busin

Self-employed Estate Planning Consultant. We’re looking for experienced estate planning consultants to cover various locations across the UK. Estate Planning Assistant software.

Stanford Real Estate Partners are working with a leading real estate and asset management business to hire a Financial Planning Analyst. Financial Planning Analyst will be responsible for budgeting, forecasting and financial planning cycles across business units/asset portfolios. Support annual plan

A leading law firm in the UK is seeking a Private Client Solicitor to provide legal advice to high-net-worth clients.The ideal candidate should have 1-10+ years of experience in private client law and strong communication skills.Responsibilities include managing probate cases, drafting legal documen

The ideal candidate will own complex paraplanning cases, offering detailed advice on pensions, investments, and estate planning. This role requires several years' experience in financial planning and a Diploma in Financial Planning. A leading private bank in London is seeking a Senior Paraplanner to

Join a team that aims to change the legal landscape around death planning and deliver empathetic support to clients.

In this role, you will handle a diverse range of private client matters including wills, trusts, probate, and estate planning.

A growing tech company in London seeks a Private Client Solicitor to craft bespoke wills and advise on trusts and estate planning. You will engage with clients to understand their needs and provide expert guidance on wealth preservation and inheritance tax planning.

The role will involve advising clients on all aspects of planning including the drafting and negotiation of section 106 agreements, permitted development rights, certificates of lawfulness, compulsory purchase orders, objecting to planning applications, planning appeals and challenges, enforcement a

A leading legal firm in Greater London is seeking a Planning Solicitor with over 3 years PQE. Responsibilities include managing a caseload, drafting agreements, and advising clients on planning law matters.

Ideal candidates will have experience in estate planning and a genuine passion for client service. The role involves advising high-net-worth individuals on complex estate and tax matters, providing a varied caseload from the start.

A leading estate planning provider is seeking self-employed Estate Planning Consultants across the UK. Ideal candidates will have proven experience in estate planning, excellent interpersonal skills, and a full UK driver's license. Responsibilities include discussing the benefits of legal planning p

A leading London law firm is seeking an experienced Planning Lawyer for a strategic Head of Planning role. This position offers the chance to shape the firm's planning practice while advising on complex real estate development and investment projects.

A leading legal firm in East Midlands is seeking a Private Client Solicitor to manage a varied caseload, including IHT planning and estate administration.

The role will involve advising clients on all aspects of planning including the drafting and negotiation of section 106 agreements, permitted development rights, certificates of lawfulness, compulsory purchase orders, objecting to planning applications, planning appeals and challenges, enforcement a

This Estate and Tax Planning Solicitor role will encompass the process of tax planning;. Estate & Tax Planning | Associate Solicitor | Tunbridge Wells | 55k+ (DOE). Join this prestigious regional firm as the newest Associate Solicitor in their Estates & Tax Planning team, based in Tunbridge Wells.