Associate (Probate)

Term: Permanent
Department: Private Client & Tax
Location: Oxford
The firm

Boodle Hatfield has been providing practical advice to businesses and individuals for 300 years. Our clients come from a wide range of sectors, both in the UK and internationally, and include some of the most well-established owner-managed businesses and property companies as well as fast-growing entrepreneurial enterprises and ultra-high net worth families. Our chief priority is helping our clients achieve their commercial objectives, whatever form their business takes.

Our approach is to become the long-term trusted adviser to leading wealth creators and owners as well as their commercial and investment enterprises. Having a holistic view of our clients' structures and affairs means we can leverage this to provide the most appropriate and commercial advice to them. This approach has enabled us, throughout our 300-year history, to help our clients successfully navigate the continually changing and sometimes challenging markets in which they operate.

With a history like ours, we know we are built to last. But this isn’t the time to rest on our laurels but instead a chance to reflect and build on our heritage. We are merely today’s custodians of the Boodle Hatfield name, and we want to create a legacy that our successors will be just as proud of.

To commemorate our 300 year anniversary, last year we rolled out an extensive programme of activities, each of which sowed the seeds for the future success of others – our local neighbourhoods, the wider legal profession, and of course our valued clients and our own team.

The department

Boodle Hatfield is recognised as being one of the leading Private Client firms in the country.  We have a long history of advising private clients and this continues to be a core part of our business.  The Private Client and Tax Department advises clients from both the UK and overseas, who own assets that range from busy international businesses to traditional landed estates.  We specialise in giving proactive tax, trusts and commercial advice that helps those clients to preserve and enhance their wealth.  Our focus is on providing a very personal service to clients with complex needs.

Our Private Client and Tax team consists of a supportive and professional group of lawyers, ranging from newly qualified assistant solicitors to highly experienced and renowned Partners.

Summary of role

We are looking for a bright, motivated and enthusiastic solicitor to join our Private Client and Tax department, to focus on the administration of deceased estates and be part of a friendly, busy and highly motivated team.  Your experience will ideally include: administration of a variety of estates, both testate and intestate, including advising PRs on tax issues and the application of inheritance tax reliefs and exemptions.  Some experience of estates with an international element would be useful.

The successful candidate will undertake the full spectrum of estate administration work as part of the probate team, including dealing with estates with: high values and significant inheritance tax issues, claims for business property relief and agricultural property relief, non-UK domiciled deceased, international assets, heritage property and family businesses.

Skills and experience

Personal Qualities

  • Excellent academics, minimum 2.1 and A,B, B at A Level
  • Team player
  • Excellent communication skills
  • A proactive self-starter with plenty of drive and initiative
  • Preferably, STEP membership or a willingness to become a STEP member
Equal opportunities

Boodle Hatfield is committed to providing equal opportunities in employment through its inclusive and supportive environment. This means that everyone who either applies to or works for the Firm is treated equally, whatever their gender, age, ethnic origin, nationality, marital status, disability, sexual orientation or religious beliefs.  We are fully committed to a working environment in which all people can excel.