{"id":14834,"date":"2024-01-29T11:55:30","date_gmt":"2024-01-29T11:55:30","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=vacancy&p=14834"},"modified":"2024-04-15T16:28:51","modified_gmt":"2024-04-15T15:28:51","slug":"probate-case-handler","status":"publish","type":"vacancy","link":"https:\/\/ctt-group.co.uk\/vacancy\/probate-case-handler\/","title":{"rendered":"Probate Case Handler"},"content":{"rendered":"
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Summary of Key Responsibilities and Role<\/h3>\n

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.<\/p>\n

Principal Responsibilities<\/h3>\n
    \n
  • Oversight of the team administrators work and processes in relation to your cases<\/li>\n
  • Liaise with bereaved clients and their advisers as well as banks, investment providers and other organisations relating to a deceased estate<\/li>\n
  • Full interpretation of Wills and Trusts<\/li>\n
  • Monitoring the team inbox and other communication medium<\/li>\n
  • Further your cases and deal with institutions, the Probate Registries and HMRC and assist fellow case handlers with the same<\/li>\n
  • Drafting of legal documents and including the completion\/submission of PA1p, IHT400s, occasionally IHT205 and associated forms<\/li>\n
  • Update and maintain estate accounts \/ internal systems<\/li>\n
  • Understanding of inheritance tax and any exemptions that may apply<\/li>\n
  • Basic understanding of income tax \/ capital gains tax<\/li>\n
  • Arranging and allocating payments from estates as well as payment of inheritance tax to HMRC where applicable<\/li>\n
  • Arranging for the collation of relevant data to allow the completion of trust tax returns and ensuring that records are maintained<\/li>\n
  • Provide occasional internal training for the Probate and other teams within the Group.<\/li>\n<\/ul>\n

    Key Knowledge & Required Skills<\/h3>\n
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    • \n
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      • Excellent customer service skills are required to provide a professional and efficient service.<\/li>\n
      • Excellent communication skills are required to be able to respond to enquiries.<\/li>\n
      • 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.<\/li>\n
      • You must be a fast learner and be able to adapt to new computer systems.<\/li>\n
      • You must have excellent attention to detail with a strong ability to prioritise<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\t<\/div>\n\t
        \n\t<\/div>\n\t
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