Daniel Woodcock

Item: Higgs LLP
Author: A satisfied client

Solicitor Apprentice - Estate Planning

Brierley Hill

01384 327362

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About me Expertise Experience

About me

"I am an undergraduate solicitor apprentice, studying to qualify as a solicitor in 2029 following completion of my Law Degree and the SQE which will be coupled with first-hand experience across various departments.”

I joined Higgs LLP in September 2021 as a documents solutions assistant whilst also completing a Level 3 Business Administrator Apprenticeship. Prior to joining Higgs, I studied A Level Law, Business and Politics.

Upon completion of my apprenticeship, I was selected to be Higgs’ first undergraduate solicitor apprentice. The apprenticeship consists of working 4 days a week while studying to achieve a Qualifying Law Degree, to pass the Solicitor Qualifying Exam and, eventually, to qualify as a solicitor.

I currently support our team of wealth preservation lawyers by attending client meetings, preparing draft estate planning documentation (i.e. wills and lasting powers of attorney), and supporting in daily administrative tasks. I have also previously supported our team of charity lawyers by reviewing matters, drafting charity documentation, conducting legal research, and providing support in the administration of charities.

I am a member of the Birmingham Trainee Solicitors Society and the Junior Lawyers Division as well as involving myself in charitable and social events throughout Higgs. I am a strong advocate for apprenticeships and regularly offer guidance to future trainees and apprentices across the West Midlands.

Expertise

Wills, trusts, probate

Wills

Experience

Handling initial client calls to discuss estate planning and queries in relation to charities.
Helping with the Higgs LLP annual charity conference.
Attending regular client and trustee meetings to provide support in administrative work.
Providing support in the daily administration of large grant making charities by communicating with Trustees, beneficiaries, investment managers and banks, preparing meeting papers and governance documents.
Advising on the inheritance tax liabilities of clients based on their current personal and financial circumstances.
Assisting in the incorporation of an unincorporated charity and producing ancillary documents.
Preparation of various will and trust structures and lasting powers of attorney.
Review of corporate structures.
Registration of charitable entitles and preparation of their governing documents and accompanying policies.
Liaising with various governmental bodies to progress matters on clients’ behalf.