Private Client Estates Manager

Job title

Estate Manager

Department

Private Client - Estates

Our Purpose

To forge long-term relationships that have a positive impact on our people, our clients, our business partners, and our community.

Our Commitment to Our People

We do not think there is a magic formula to the Higgs culture. The key is to listen to and respect our people. If we take care of our people and our people take care of our clients, then everything we want as a firm will take care of itself. We are friendly and open to new ideas.

Our Core Values

Higgs core values are “CLEAR” – Care, Legacy, Excellence, Authenticity, Relationships

Role Purpose

• To join the Private Client department as an estate manager in the Estates team. To take responsibility for a varied caseload of estate administration files to include taxable and non-taxable estates.

Key Responsibilities

• A good understanding of the process of estate administration
• Preparation of all relevant IHT returns
• A good working understanding of relevant inheritance tax allowances to include the nil rate band and the transferable nil rate band. Experience in business relief and agricultural relief are also desirable but not essential.  The ability to handle estates that are often high in value and that include trust structures e.g. discretionary wills, nil rate band wills and life interest trust wills.
• A working understanding of will validity and interpretation (with assistance provided on complex matters from the Private Client, wealth team)
• Maintenance and preparation of estate accounts
• Ability to interact with external advisers e.g. accountants and tax advisers
• Confident to take and exercise initiative to ensure responsibility for the completion of an estate administration.
• The ability to work autonomously but also alongside more senior fee earners in the team and to engage with a number of more junior members to include paralegal level.
• Good working knowledge of the Probate Registry systems
• Good working knowledge of Inland Revenue processes and procedures

Person Specification

• Personal effectiveness and self-management
• Good communication, organisational and team skills
• Good attention to detail
• Flexible and dependable, able to take the initiative
• Able to remain calm under pressure and work to tight deadlines
• Able to quickly build confidence, respect and trust with others

What We Offer You

We offer more than just a job. Our benefits reflect our commitment to your development, wellbeing and work-life balance. Click here to discover more.

Higgs offers hybrid working wherever possible. Our Higgs’ Best FIT (flexible, inclusive, together) principles are designed to ensure that people can complete their best work from the most appropriate location. If you are looking to work flexibly then let us know and we will do what we can to accommodate your request.

We also encourage a ‘dress for your diary’ approach which means dressing in a manner appropriate for your schedule or the specific appointments you have on any given day.

Equal Opportunities

Higgs LLP is proud to be a signatory of The Law Society’s Diversity, Inclusion Charter and a Disability Confident Committed Employer. These commitments reflect our dedication to building a workplace that is inclusive, accessible, and welcoming to all. We actively encourage applications from individuals of all backgrounds, experiences, and identities.

As part of our Disability Confident commitment, we offer a guaranteed interview to disabled applicants who meet the essential criteria for the role and choose to opt into the Disability Confident Interview Scheme.

We are also committed to ensuring that all applicants can fully participate in the recruitment process. If you require any reasonable adjustments, please let us know by contacting us at recruitment@higgsllp.co.uk

We recognise that inclusion is an ongoing journey, and we regularly review and publish our diversity data, which can be accessed here.

People Driven. Legal Excellence.