Associate - Private Wealth and Succession Planning

Role Description

We are looking for a new Tax specialist to be an integral part of the Private Wealth and Succession Planning department. The successful person will be assisting the two Directors in relation to Tax and Planning matters for Private Clients both UK and non- UK resident domiciled. 

Key Responsibilities

• Advising High Net Worth / Ultra High Net Worth on their tax affairs and structuring assets appropriately to mitigate Income Tax, Capital Gains Tax and Inheritance Tax.
• Drafting and advising on; FICS (Family Investment Companies) and FLLPs (Family Limited Partnership), off-shore structures whilst dealing with HMRC.
• Estate Planning including cross jurisdictional matters and Trusts.
• Building and maintaining strong working relationships with the firm’s existing and prospective clients.
• Partaking in Business Development and developing a reputation for being a specialist in the field.
• Supporting the development of junior lawyers in the team. Delegating effectively and supervising when required. 

Qualifications

• Associate with 3 – 5 years’ PQE.
• Experience in working with/advising High Net Worth / Ultra High Net Worth on their tax affairs and structuring assets appropriately to mitigate Income Tax, Capital Gains Tax and Inheritance Tax.
• Knowledge and practical experience of drafting and advising on; Family Investment Companies (and Family Limited Partnership ), off-shore structures, dealing with HMRC, estate planning including cross-jurisdictional matters and Trusts.
• Assist the directors in relation to Tax and Planning matters for Private clients both UK and non-UK resident/domiciled.

Company Description

Lawrence Stephens Limited is a commercial law firm based in central London, providing legal services to a wide range of clients from private individuals to SMEs and PLCs. With over twenty years of experience, the firm has built a reputation for its unique, personal approach to working with clients. Lawrence Stephens focuses on Corporate, Commercial, Real Estate Finance and Banking, Real Estate, Private Client and Succession Planning, and Commercial Litigation.

“We’re a people business” and our people are at the core of what we do. Lawrence Stephens is an ambitious and growing law firm providing commercial solutions across a range of sectors. Servicing an impressive client base that includes big name Banks, international businesses and HNWIs. We are based five minutes away from Chancery Lane and Farringdon tube stations. The office environment is an open plan workspace that encourages learning and development and a sense of camaraderie. The drinks fridge is always full and there is always coffee brewing in the canteen!