This is an excellent opportunity to work within one of Scotland’s largest private client practices, advising individuals and families on a broad range of wealth preservation, succession and estate planning matters.
Key Responsibilities:
Advising clients on wills, trusts, estate planning and succession matters
Providing inheritance tax and capital gains tax planning advice, including agricultural and business property reliefs
Drafting bespoke wills and trust documentation tailored to clients’ individual circumstances
Managing executry and trust administrations, including complex and taxable estates
Supporting adults with incapacity matters, including powers of attorney
Collaborating with colleagues and professional advisers to deliver comprehensive client solutions
Applicants should have at least 3 years’ PQE in private client work, with experience in wills, trusts, executries and estate planning. Strong technical knowledge of inheritance tax, trust taxation and succession planning is desirable. STEP qualification would be advantageous, although not essential. Candidates should be commercially minded, detail-oriented, and confident building long-term client relationships.
You will be joining a highly regarded team with a strong reputation for advising high-net-worth individuals and families. The role offers exposure to complex and rewarding work, excellent support, and genuine opportunities for career progression.
If this role sounds of interest, please contact Teddie or Cameron for a confidential discussion. (Assignment 18344)
teddie@frasiawright.com https://uk.linkedin.com/in/teddie-wright-7b017ab7
cameron@frasiawright.com https://www.linkedin.com/in/cameron-adrain-22a81627/
Please fill in the form, upload your CV to complete your application. You will also register during this process to enable you to log in track you application and setup Job Alerts.
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