Tax, Trusts, Wills & Probate

Lead Contact

Sue Adams, Partner, Head of Tax, Trusts, Wills & Probate

“As a firm, we are always on the lookout for talented people who want to build on our success and play an exciting part in our future. Steele Raymond is, at heart, a people business. For us, the law isn’t an abstract concept, rather it is something that is at the core of people’s lives and businesses.”

Private Client Partner - Bournemouth

We are looking for a highly competent and committed private client lawyer to join the team.

The successful applicant will have 10+ years’ PQE dealing with the full spectrum of private client work including wills, probate, LPAs and with a particular focus on complex tax and trust matters. A significant proportion of the team’s instructions come from high net worth clients making this the perfect post for a skilled partner seeking high quality work. Qualification as a tax adviser (CTA) or leaning towards tax will be particularly welcome. STEP Qualification or commitment to acquiring this is essential.

As a Private Client Partner you would be expected to assist in leading a team and get involved in business development activities. You will be expected to work without supervision but in a collegiate manner across a spectrum of the team’s practice. You will have a real commitment to client service and to helping with the leadership, further development and growth of the team. The firm places great value on long-standing working relationships with clients and as such is looking for an outgoing, positive individual who can provide excellent service in every way.

The role presents a real opportunity for an ambitious candidate wishing to join one of the leading firms in the area which enjoys a strong reputation among clients and in the community.

We are committed to rewarding outstanding contribution properly. We offer outstanding working conditions and highly competitive remuneration packages. This is an exciting time to join one of the region’s most dynamic and quality teams and to further develop your career and step in to a leadership role.

We will only use this information to handle your enquiry and will not share it with anyone else.

The Team

We know that when life is busy - getting married, having children, buying a new home, or perhaps separating—the simple step of making a will to reflect new circumstances is often overlooked.

Our trusted wills and probate solicitors guide clients through the process of securing their loved ones’ futures and making sure their assets go where they want them to.

Our sympathetic probate solicitors can help clients deal with the complexities of managing a loved one’s estate after they die.

At Steele Raymond, we help clients care for those who matter to them the most.

The Firm

We are a leading regional firm based in Bournemouth providing high quality commercial and private client services. We have been continuously Legal 500 ‘top tier’ rated for the last 13 years in our main practice areas of company & commercial, commercial property and commercial dispute resolution. Our private client offering is a significant and growing part of our practice. Our high quality work is recognised in the Legal 500.

We have a very clear strategy of sustained growth and client excellence. Our several offices have been completely refurbished in recent years and we have invested significantly in IT, marketing and practice management. We have significantly grown in the last few years by attracting excellent new partners and senior team members from other regional firms.

We are very proud of our values and friendly, supportive culture. We actively encourage all partners and staff to develop their potential and provide excellent prospects for career progression and promotion.

Put simply, we aim to be the best at looking after our clients.


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