Associate/senior associate (Private client)

Join a specialist team advising high-net-worth clients on complex and rewarding private client matters.

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We are looking for an experienced and highly skilled Associate or Senior Associate to join our Private Client team at Lodders. This is a fantastic opportunity for a STEP-qualified solicitor with 5+ years PQE to manage a diverse and complex caseload involving high-net-worth estates. You will apply your technical expertise in inheritance tax, estate planning, and administration, while providing clear, client-focused advice on intricate matters.

If you thrive in a supportive and collaborative environment, enjoy handling challenging legal work, and want to contribute to a respected and growing practice, this role offers excellent professional development and career progression opportunities.

What you will be doing

• Leading the management of complex high-net-worth estates from initial instruction to successful conclusion.
• Advising clients on Agricultural and Business Property Relief (APR/BPR), Inheritance Tax (IHT) reliefs, and exemptions to optimise their estate planning.
• Handling cross-border estate matters, including resealing foreign grants and managing foreign assets.
• Preparing detailed IHT returns and comprehensive estate accounts with accuracy and care.
• Providing expert advice on post-death tax planning and restructuring strategies to minimise liabilities.
• Assessing the impact of lifetime gifts on death and advising clients on effective planning.
• Navigating settled property and aggregable assets issues within estate plans.
• Calculating grossing-up for IHT purposes to ensure compliance and clarity.
• Prioritising and managing a varied caseload efficiently, meeting deadlines consistently.
• Working independently while collaborating closely with team members to deliver the best client outcomes.
• Communicating clearly and professionally with clients, colleagues, and external parties, building trusted relationships throughout.

What you will bring

• Qualified Solicitor with 5+ years post-qualification experience.
• Full STEP qualification and a strong track record in managing complex private client matters.
• In-depth technical expertise in inheritance tax, estate administration, and related areas.
• Excellent organisational skills with the ability to juggle multiple priorities in a fast-paced environment.
• Exceptional attention to detail and commitment to delivering high-quality legal advice.
• Strong communication skills, both written and verbal, with the confidence to engage effectively at all levels.
• Ability to work well independently and as a valued member of a supportive team.

Why join Lodders Solicitors?

At Lodders, you’ll join a respected, award-winning law firm that truly values your expertise in private client matters and supports your professional development every step of the way. Our collaborative and inclusive environment empowers you to take on complex, high-profile cases while working alongside skilled colleagues who share your commitment to excellence.

We provide opportunities to deepen your legal knowledge and contribute meaningfully to the firm’s success. We also offer a hybrid working model, allowing you to work from home for 2 days a week, providing flexibility and a better work-life balance.

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