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01 July 2024

Probate Manager for the Private Client Department

The firm wishes to recruit a Solicitor or CILEX with significant (at least 6 years PQE) experience in Probate and Estate Administration work, to join the firm’s successful and growing Private Client Department as a Probate Practitioner.

The Firm

Payne Hicks Beach is a 45 partner firm of solicitors based in offices at 10 New Square, Lincoln’s Inn.  In total the firm comprises about 200 staff.  The firm provides specialist legal services to private and commercial clients.  We are best known for our family and private client work and are widely regarded as one of the very best of the small number of firms in the UK who provide these specialist services at the highest level.  We also have an excellent reputation in many other areas of law (rated in both Chambers and Legal 500).

Our offices are located in one of the finest squares in London, a building which the firm has occupied since 1770.

More information about the departments and the work of the firm may be found on our website, the address of which is www.phb.co.uk

The Private Client department

The Private Client department has two sections, the legal section and the trust and tax section.  The legal section consists of solicitors and legal executives (specialising in probate), and the trust and tax section comprises qualified and unqualified trust and tax accountants and practitioners.  These two sections work closely together on our clients’ affairs so as to provide a seamless service.

The Client Base

Whilst there is no such thing as a typical client of the firm, the core profile of clients who are looked after by the firm are wealthy families, often with a number of family trusts and grant making charitable trusts.  Their assets might include shares in family owned businesses, quoted investments, bespoke open ended investment companies, hedge funds, or landed estates and property.

We also act for business executives, entrepreneurs who have generated their own wealth, and families whose assets have accumulated over the generations, and who may have assets in other jurisdictions.

The Role

The individual will need to be able to manage a busy workload of probate and administration work, consisting of very complex and high value estates, with assets in multiple jurisdictions, business and agricultural property and complex asset holding structures.  They will have the following duties and responsibilities:

  • Co-ordinating the collection of assets and identification of liabilities, dealing with third parties such as banks, accountants, valuers and financial institutions to obtain date of death valuations via correspondence/telephone calls as required;
  • Preparing oaths for executors and administrators for the Court and estate and trust inheritance tax returns for HMRC, and filing applications for grants;
  • Preparing and filing supplementary inheritance tax forms and applications for relief, and negotiating valuations and tax computations with HMRC;
  • Reporting estate income and capital gains to HMRC, and preparing statements of income for beneficiaries;
  • Preparing and maintaining estate accounts; and
  • Dealing with the distribution of funds to beneficiaries in the appropriate manner.

The Individual

The ideal candidate will have the following skills and qualifications:

  • appropriate professional credentials, as a Solicitor or member of the Chartered Institute of Legal Executives;
  • detailed and experiential knowledge of inheritance tax rules, accounting and procedure, as well as Income and Capital Gains Tax compliance in the context of estate administration;
  • a proven record of having administered complex and high value estates;
  • good administrative skills and an eye for detail;
  • the ability to work as part of a team or on their own;
  • good customer service skills;
  • a good telephone manner;
  • excellent command of written English and numeracy skills; and
  • computer literacy and specifically experience with Excel.
Remuneration Package
Other Benefits
  • 4x Life Assurance
  • Permanent Health Insurance
  • Medical Insurance (after successful completion of probation period)
  • BUPA Cashplan (after successful completion of probation period)
  • BUPA Health Assessment (after successful completion of probation period)
  • BUPA Dental
  • Auto enrolment in the firm’s Group Personal Pension Scheme (after 1 complete calendar month qualifying period).
  • Discretionary Bonus Scheme and Introduction Bonus Scheme
  • Interest free season ticket loan after 3 months
  • Cycle to Work Scheme
  • Holiday Purchase
  • Wellbeing Programme
  • Gymflex
Holiday

28 days

How to apply