Partner - Tax & Estate Planning - Bristol
Position: Partner - Tax & Estate PlanningLocation: Bristol
Team: Tax & Estate Planning
Responsible to: Head of Private Business Group
Company Information:
Top 60 Firm with projected turnover by May 2008 over £40m
Headcount : 700 approx - including 75 Partners
"Much of TLT's success can be credited to the canny leadership of David Pester. It has successfully established itself as the third corporate firm in Bristol, and competitors admire how it has managed to achieve such a rapid growth without compromising on quality. A growing London presence has resulted in major inroads in the financial services sector."
Legal 500, 2007
Acquisition 2007 of Constant & Constant - niche specialist banking and asset finance firm, with new Maritime and International Trade specialists and a significant Private Client Practice.
Offices in Bristol and London and now through acquisition, Greece. TLT has an enviable client base and advises national and international businesses: key clients include: Ardman Animations, Alfred McApline, Barclays, HBOS, Punch Taverns, Somerfield, British Waterways Board, Bank of East Asia.
Clients and employees describe firm as energetic, entrepreneurial and driven.
Group/Team Structure:
Tax and Estate Planning team forms part of the Private Business Group, headed by David Woodward.
The Private Business Group currently is approximately 23 people strong in London and Bristol. It compromises the Tax & Estate Planning team and the Family Team: the Family Team is consistently rated in the top tier in the South West by the Legal 500. The group works closely with a specialist residential conveyancing team, headed by Partner Peter Kimpton. The Tax & Estate Planning team have significant experience in trust administration, capital taxes, trust and estate planning, and probate. Work sources are internal: strong corporate, commercial services and pensions teams, amongst others . Externally, referrers include the Bar, the Judiciary, accountants, Wealth Managers, private banks.
'This specialist tax and estate planning team is part of the firm’s private business group, which is headed by David Woodward. The team is “one of the best in Bristol,” according to one client. The team has a strong local client base but the opening of a London office has increased the volume of its international work. Its clients include a number of high net worth individuals requiring offshore and foreign jurisdictional advice, and several high-profile media figures including sports and television personalities. The group has its own dedicated tax team and handles all aspects of estates, trusts, wills and powers of attorneys.'
Chambers 2008
Key work areas:
The team acts for wealthy, local, UK and international individuals on tax, estate planning and associated matters. In addition, the team advises private overseas banks and IFAs. Non-domiciliary estate planning opportunities are provided by London office contacts, and the team advise high net worth individuals in a wide spectrum of jurisdictions.
Trust and probate work involves complex jurisdictional issues, includes advice on Independent Living Trusts. The team is supported by a dedicated firm-wide tax team headed by partner Philip Alfandary.
Key individuals in Group:
'With three decades of experience, David Woodward is “solid, calming and deeply knowledgeable.” He wins major plaudits from peers, who cite his poise and professionalism, and describe him as one of the “top family lawyers in the country.” He is also a trained mediator.'
Chambers UK, 2008
'TLT Solicitors practice is headed by 'Leader in the field' Alison Hawes, described as 'one of the most senior, able and respected solicitors on the circuit.'
Legal 500, 2007/2008.
The Role:
Partner to join existing Tax & Estate Planning team, developing and initiating new business, refining and strengthening existing referrer and contact relationships with proven track record and some experience in management and supervision.
Projects and role include raising the profile of estate planning both internally and externally, to enhance and continue the focus on service and quality advice to clients and promote estate planning through business development activities together with the broader work of the team and the private business group. Business Development is supported specialists within the group and a dedicated Partner.
This represents a significant appointment for the firm.
Candidate:
Experience
□ Senior Associate/Partner
□ Track record that speaks for itself
□ Minimum 5 years plus experience
□ Proven business development aptitude
□ Excellent technical knowledge of:
Trusts and Wills
Capital taxes
Personal taxation
Estate planning
Business succession planning
□ Experience of team working. Experience of providing excellent service levels to high net worth individuals.
Additional information about this position is available from Emma Webster, Human Resources Recruitment Manager, on 0117 917 7606 or email recruitment@tltsolicitors.com
The Private Business Groups has its own dedicated website at www.tltprivatebusiness.com
Further information about TLT LLP is available at www.tltsolicitors.com
