Probate Specialist HNW​/Complex Estates

An excellent opportunity has arisen for an experienced Probate Specialist to join a well-established and highly regarded Private Client team in Huddersfield.

This is an exciting opportunity for a probate professional with strong technical expertise to work on a high-quality caseload of complex, high-value and high-net-worth estates, providing expert advice and exceptional client service throughout the estate administration process.

You will manage a varied caseload of probate and estate administration matters from initial instruction through to final distribution, with particular exposure to complex and high-net-worth estates.

Your responsibilities will include:

• Managing the full estate administration process from instruction through to distribution.
• Dealing with high-value and complex estates involving business interests, agricultural assets, trusts, investments and overseas assets.
• Preparing applications for Grants of Probate and Letters of Administration.
• Advising executors, trustees and beneficiaries.
• Preparing inheritance tax returns and dealing with HMRC.
• Identifying inheritance tax planning opportunities during estate administration.
• Preparing estate accounts and arranging distributions.
• Dealing with contested estates and Inheritance (Provision for Family and Dependants) Act 1975 claims where appropriate.
• Working closely with accountants, financial advisers, wealth managers, valuers and other professional advisers.
• Building strong relationships with high-net-worth clients and professional referrers.
• Supporting the continued growth and development of the Private Client team.

You will have significant experience in probate and estate administration
, ideally with a proven track record of managing complex and high-net-worth estates.

You should have:

• Strong technical knowledge of probate, estate administration, inheritance tax and trusts.
• Experience managing a caseload independently from instruction through to completion.
• Excellent client care and communication skills.
• The ability to handle sensitive matters with professionalism, empathy and discretion.
• Strong organisational and time-management skills.
• A proactive and commercially minded approach to client service.

You may be a Solicitor, Chartered Legal Executive, STEP-qualified practitioner or an experienced probate professional with equivalent experience.

Alongside a competitive salary, you'll benefit from a strong package designed to support both your career and your wellbeing, including:

• Competitive salary and bonus/incentive opportunities.
• 24 days' holiday
  , increasing with long service.
• Option to buy or sell annual leave each year.
• Birthday holiday
  .
• Additional Christmas holidays
  .
• Flexible working hours
  .
• Hybrid working
  , with a mix of office and home working depending on the role.
• Group pension scheme
  , including the option to make additional contributions through salary sacrifice.
• Life assurance of 3 x annual salary
  .
• Perkbox membership
  , providing discounts at hundreds of high street and online retailers.
• Employee Assistance Programme
  , including confidential 24/7 support and structured counselling sessions.
• Electric Vehicle Leasing Scheme
  , subject to eligibility.
• Professional development and financial study support
  .
• Discounted legal services
  , including conveyancing, wills and probate.
• Employee recognition initiatives.
• Colleague introduction scheme.
• Social events and charity fundraising activities.
• Seasonal staff treats and a range of colleague-focused initiatives.

For more information on this vacancy please reach out to me here:

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