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Summary of Key Responsibilities and Role

Within this role you will work with a growing and busy team of Case Managers, Practitioners, and administrators responsible for ensuring cases are moved on expediently and proficiently.

Principal Responsibilities

  • Oversight of the team administrators work and processes in relation to your cases
  • Liaise with bereaved clients and their advisers as well as banks, investment providers and other organisations relating to a deceased estate
  • Full interpretation of Wills and Trusts
  • Monitoring the team inbox and other communication medium
  • Further your cases and deal with institutions, the Probate Registries and HMRC and assist fellow case handlers with the same
  • Drafting of legal documents and including the completion/submission of PA1p, IHT400s, occasionally IHT205 and associated forms
  • Update and maintain estate accounts / internal systems
  • Understanding of inheritance tax and any exemptions that may apply
  • Basic understanding of income tax / capital gains tax
  • Arranging and allocating payments from estates as well as payment of inheritance tax to HMRC where applicable
  • Arranging for the collation of relevant data to allow the completion of trust tax returns and ensuring that records are maintained
  • Provide occasional internal training for the Probate and other teams within the Group.

Key Knowledge & Required Skills

    • Excellent customer service skills are required to provide a professional and efficient service.
    • Excellent communication skills are required to be able to respond to enquiries.
    • You must have excellent case management skills; you must be familiar with all aspects of probate case management including liaison with both the probate registry and HMRC.
    • You much be a fast learner and be able to adapt to new computer systems.
    • You must have excellent attention to detail with a strong ability to prioritise

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