UK Qualified Solicitor – Private Client | Wills, Trusts, Estate Planning & Inheritance Tax

I am seeking to engage a UK-qualified practising Solicitor (England & Wales) or Barrister with substantial experience in Private Client and Estate Planning. This role is strictly limited to UK-qualified legal professionals. Applications from non-UK-qualified lawyers, paralegals or legal assistants will not be considered. The engagement involves advising a married couple who own two residential properties (one principal residence and one investment property) and require comprehensive advice on succession planning, inheritance tax (IHT), capital gains tax (CGT), wills, trusts, lifetime gifting, and related estate planning matters. The successful applicant should be able to provide strategic legal advice and, where appropriate, prepare the necessary legal documentation in accordance with the laws of England and Wales. Essential Requirements 1. Qualified and practising Solicitor in England & Wales. 2. Demonstrable expertise in UK Private Client, Estate Planning, Wills, Trusts, Probate, IHT, CGT, and succession planning. Application Requirements (Mandatory) To be considered, please provide: 1. Confirmation that you are a currently practising Solicitor or Barrister in England & Wales, together with your SRA number or details. 2. A summary of your experience in Private Client and Estate Planning.along with exmaples (anonymised where necessary). For example: - Advising on inheritance tax planning for high-net-worth families. - Drafting discretionary or life interest trusts. - Estate planning involving multiple residential or investment properties. - Advising on lifetime gifting and gift-of-equity arrangements. - Capital gains tax planning on intergenerational property transfers. - Drafting wills, declarations of trust, and lasting powers of attorney as part of a wider estate planning strategy. 4. A brief explanation of the legal strategy you would ordinarily consider for a matter of this nature. 5. Your proposed fixed-fee for the entire end-to-end support. Applications that do not satisfy the above requirements or fail to demonstrate relevant UK Private Client experience will not be considered.