Private Client Solicitor - Probate

Private Client Solicitor

Octopus Legacy

The Company We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission. We’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death. But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us. Ready to be part of something big? The Role We are seeking a dedicated Private Client Solicitor to join our growing team. You will be responsible for crafting bespoke wills, providing IHT guidance, and advising on, establishing and administering trusts for clients who require tailored solutions that accurately reflect their wishes regarding the distribution of their assets. This role involves working closely with clients to understand their unique circumstances, including complex family structures, business ownership, and other considerations. You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented. Your expertise in trusts will allow you to provide strategic advice on wealth preservation, inheritance tax planning, and asset protection. Experience in probate and estate administration is a plus. KEY RESPONSIBILITIES: * Engage with clients to understand their estate planning needs and objectives. * Analyse complex family and financial situations to determine appropriate estate planning and trust strategies. * Draft wills, trusts (including discretionary, life interest, and bare trusts), and other estate planning documents tailored to each client's individual circumstances. * Provide expert guidance on the creation, administration, and taxation of trusts, ensuring compliance with legal and regulatory requirements. * Advise clients on the implications of trust structures for asset protection, succession planning, and tax efficiency. * Review and revise existing wills, trusts, and estate planning documents as necessary to accommodate changes in clients' circumstances or the law. * Collaborate with financial advisors, and other professionals to develop comprehensive estate and trust planning solutions for clients. * Handle the administration of trusts, ensuring proper management and distribution of assets in line with settlors’ intentions. * Maintain confidentiality and discretion when handling sensitive client information. * Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery. WHO ARE YOU? * Solicitor with a minimum of 3+ years PQE * Experience in drafting and advising on complex wills, trusts, and estate structures * Experience in trust administration * Full TEP membership (preferable) * Excellent verbal and written communication skills * Confidence and passion to develop our offerings in this area * Ability to explain complex legal concepts in a clear and understandable manner * High levels of compassion, discretion, and care * Strong active listening skills to understand clients’ unique needs * Ability to thrive in a dynamic and fast-paced start-up environment Our Mission  When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, and recipes. Shape a legacy that connects you while you're here. And after you're gone.  Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one.  Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.  Benefits: * Octopus share incentive scheme. * Hybrid working (London Bridge). * Flexible holiday + extra day off for your Birthday. * Work from anywhere in the world for up to 4 weeks per year. * Vitality Health & Life Insurance.  * Pension scheme. * Enhanced parental leave. * Free Will & LPAs + discounts on other Octopus services. * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. * Octopus Giving: we match any charitable fundraising that you do up to £500.  * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog friendly office. * Breakfast every day, snacks and wellness activities. We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.

Legal Counsel - Senior Associate

Pantheon

Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide For further details please visit www.pantheon.com Purpose of the Position  The overall purpose of my role at Pantheon is to provide in-house legal advice and support to the business by assisting with the establishment and fundraising of Pantheon funds and separate account programmes, assisting with general corporate group, regulatory and compliance matters and assisting the various investment team divisions with investment related work. Key Responsibilities:  Fund Raising: * Establishing Pantheon funds and assisting in their fundraising; advising on fund structure; drafting / reviewing fund documentation (LPAs, PPMs, side letters, etc.); co-ordinating investor closings; fund maintenance work * Assisting with segregated account programmes – drafting / reviewing / negotiating term sheets, investment management agreements and segregated limited partnership agreements * Coordinating with internal marketing and investor relations teams, independent boards of directors, external counsel and administrators in respect of the launch, marketing/fundraising and maintenance of the Pantheon funds * Preparing and maintaining various Pantheon fund/client checklists Corporate and Regulatory: * Working alongside the Compliance team on issues connected with all UK/European regulatory aspects of Pantheon’s business (e.g. AIFMD and related issues around filings and marketing passports); keeping up to date on new European legislation relevant to fund structuring and management * Identification, interpretation and application of applicable UK laws, rules and regulations * Drafting / reviewing / negotiating a wide range of contracts (including commercial agreements, contracts with service providers, and statements of work) * Advising staff of legal and regulatory requirements/boundaries/risks * Supervising and educating external counsels on Pantheon practices * Liaising with applicable regulatory authorities * Attending to other general Pantheon group corporate matters Investment Work: * Assisting the various investment team divisions (primary, secondary, co-investment, infrastructure) in relation to investment transactions; assisting with queries on NDAs, fund / transaction terms * Preparing and maintaining various Pantheon investment checklists Knowledge and Experience Required: * Good ‘A’ Level (or equivalent) * Either an undergraduate Law degree, or any undergraduate degree plus a Graduate Diploma in Law * Qualified as a Solicitor in England & Wales. * English qualified solicitors must maintain a practising certificate. Part of maintaining a practising certificate is to undertake regular learning and development to ensure that skills and knowledge remain up to date. An annual declaration that this has been done must be made to the Solicitors Regulatory Authority.  * Must have relevant post-qualification experience obtained in a top 10 (or equivalent) law firm or in-house position This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager. Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.

Legal Counsel - Private Credit

Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.  There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work  2025 & 2026'. If this sounds like an environment where you would flourish, then read on… The Function & Team The Legal team provides clear, pragmatic advice that supports Triple Point’s ambitions and protects its interests. Working in close partnership with investment, finance, risk and operational teams, the team enables commercially sound decision-making while ensuring appropriate governance and risk management. Role Summary As Legal Counsel, you will be a trusted adviser to Triple Point’s Private Credit business. You will play a central role in structuring, negotiating and executing a broad range of lending and financing transactions. Working closely with Origination, Credit, Portfolio Management, Finance and senior stakeholders, you will provide commercially focused legal advice that enables informed investment decisions, protects investor capital and supports the continued growth of Private Credit. The role provides exposure across SME Debt Finance, Corporate Lending, Property Development Finance, Specialty Finance and Funds Finance, supporting new originations, refinancings, restructurings and portfolio management throughout the lending lifecycle. Key Responsibilities Transaction Execution & Advisory * Act as a trusted legal adviser throughout the transaction lifecycle, from origination through to execution and completion. * Draft, negotiate and execute facility agreements, intercreditor agreements, security documentation and guarantees. * Review and advise on ancillary legal documentation, including sale and purchase agreements, hold harmless letters and non-disclosure agreements. * Review and negotiate acquisition finance and refinancing documentation.  Portfolio Management & Ongoing Lending * Draft and negotiate amendments, waivers, consents, covenant resets, reservation of rights letters, security releases and restructuring documentation. * Support refinancings, restructurings, recoveries and enforcement strategies where appropriate.  Risk Management & Governance * Identify, communicate and manage legal and commercial risks in a practical, solutions-focused manner. * Ensure lending documentation remains robust, enforceable and aligned with market practice. * Oversee Companies House filings, perfection of security and post-completion requirements. * Develop legal precedents and templates, and share knowledge across the business.  Collaboration & Continuous Improvement * Build trusted relationships across Private Credit and the wider Triple Point business. * Manage relationships with external counsel, borrowers and advisers. * Champion continuous improvement and high performance within the Legal team. Experience Essential * Qualified and experienced Solicitor in England & Wales with extensive PQE and a current practising certificate. * Strong experience advising on lending and financing transactions, gained in private practice and/or an in-house legal team within a financial institution, investment manager or private credit fund. * Strong working knowledge of facility agreements, security documentation and intercreditor arrangements. * Experience supporting the full transaction lifecycle, from origination through execution to ongoing portfolio management. * Excellent commercial judgement, with the ability to balance legal risk and commercial objectives. Desirable * Experience advising private debt funds or alternative lenders. * Experience supporting restructurings, refinancings and distressed situations. * Experience in one or more of the following areas: Leverage Finance, Corporate Lending, Funds Finance, Property Development Finance or Specialty Finance. Personal Qualities * Commercially minded, with strong judgement and pragmatism. * Builds trusted relationships with investment professionals and senior stakeholders. * Comfortable operating in a fast-paced transactional environment with competing priorities. * Takes ownership, delivers high-quality work and can be relied upon to meet deadlines. * Strong negotiation and influencing skills with internal and external stakeholders. * Collaborative, positive and proactive, with a continuous improvement mindset. * Maintains excellent attention to detail while focusing on practical, commercial outcomes. * Demonstrates curiosity about developments across the Private Credit market and wider financial services sector. IT Packages / Systems * Microsoft Office (Word, Excel and Outlook) * DocuSign * Harvey (AI-powered legal platform) Why Join us? * You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. * Be part of a growing and innovative team. * We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. * Opportunities for professional development and career progression. At Triple Point, high performance means living our values every day: * Stay Curious. * Be Generous. * Take Thoughtful Action. * Pull Together. * Own It. In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools to enhance their work. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.     Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.  Apply today for further information! Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.  STRICTLY NO AGENCIES