Private Client Solicitor Working With Charities

  • Job Reference: BH-36595
  • Date Posted: 25 March 2024
  • Recruiter: Law Staff
  • Location: London
  • Salary: £70,000
  • Sector: Private client, Wills & Probate
  • Personnel Type: Solicitor

Job Description

Position: Private client senior associate.
Location: Central London 
Salary: To be discussed but typically around £70,000 to £90,000

About Our Client
Our client is a distinguished firm of solicitors with 45 partners and approximately 200 staff members. They specialise in providing expert legal services to private and commercial clients. Our Charities practice, encompassed within our Private Client department, focuses on advising Charities and their Trustees, as well as providing guidance to Private Clients on philanthropic giving and testamentary wishes.

The Role
As a private client senior associate, your primary focus will be on Charity work and helping the firm develop a standalone Charities practice. Working alongside Partners, you will assist in giving advice to Charities, preparing testamentary documents, and providing estate planning advice. Key responsibilities include:

- Assisting Partners in advising Charities and Private Clients on philanthropic giving and testamentary wishes
- Preparation of constitutional documentation for Charitable Trusts, Companies, and CIOs
- Drafting policies, agreements, deeds of gift, and covenant
- Collaborating with the firm’s Corporate Department on commercial engagement and brand exploitation
- Providing advice on GDPR, data protection, regulatory and compliance issues
- Handling applications to register Charities in the UK and advising on Charity land and special endowments
- Assisting with Charity Commission applications, mergers, restructuring, and complaint management
- Advising on tax implications, including inheritance tax, capital gains tax, income tax, Gift Aid, VAT, and SDLT
- Liaising with advisers in other jurisdictions on cross-border issues affecting Charities

The Individual
We are looking for a candidate with the following attributes:

- Confident and personable nature
- Proactive and reactive approach to addressing clients’ affairs and requirements
- Strong communication skills and ability to work as part of a team
- Track record of achieving minimum time targets and meeting billing requirements
- Desire and ability to keep abreast with changes in legislation and market developments
- Strong interest in the Not-for-profit sector, with extra-curricular experience supporting charitable endeavours being desirable
- MUST HAVE 4 – 6 YEARS PQE AND EXPERIENCE WITH WORKING AS A PRIVATE CLIENT SOLICITOR AND CHARITY WORK, AND A GOOD KNOWLEDGE OF TAX, COMPANY AND TRUST LAW AND CHARITY LAW GENERALLY.

Remuneration Package
- Salary: To be discussed

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
- 28 days holiday

We look forward to welcoming a dedicated and talented individual to our client's esteemed firm.