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For Companies At a Glance
- Tasks: Administer trusts, prepare accounts, and handle beneficiary requests in a collaborative team.
- Company: Join Ashtons Legal, a respected firm specializing in trust administration and tax services.
- Benefits: Enjoy a hybrid work model with flexible office attendance and opportunities for professional growth.
- Why this job: Be part of a supportive team, make a real impact, and develop your legal expertise.
- Qualifications: Must have 5+ years of experience in trust administration and strong communication skills.
- Other info: This role offers mentorship opportunities and involvement in business development activities.
The predicted salary is between 43200 - 72000 £ per year.
Our Trusts and Tax Team
Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.
The Role
We are looking for a Solicitor with at least five years of post-qualification experience to join our Trusts and Tax team to administer a portfolio of trusts for our longstanding clients. You will work collaboratively with our Private Client lawyers and Ashtons Legal Trust Corporation directors.
Whilst not an exhaustive list, you can expect to be involved in and responsible for:
- Administering a portfolio of trusts on behalf of new and longstanding clients including annual accounts and tax returns
- Legal drafting of documents in relation to: retirement and appointments of Trustees; advances to beneficiaries; winding up of trusts
- Preparation and submission of the annual declarations on the Trust Registration Service
- Preparation and submission of FATCA and CRS returns, where necessary
- Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees
- Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts
- Undertaking the day-to-day administration of the trusts to include talking to beneficiaries and handling their requests for financial support.
Knowledge, skills and experience required
Ideally you will have the following skills and experience:
- At least five years of post-qualification experience in administering Trusts
- A basic understanding of Personal Tax Returns
- Inheritance tax, capital gains tax and CGT 60-day knowledge
- Ideally you will be STEP qualified, but not essential
- Experience of preparing trust accounts and tax returns.
- Experience of dealing with professional intermediaries, trustees and beneficiaries
- Clear understanding of the compliance requirements for trusts
- Experience of liaising with HMRC as required, on behalf of trustees and beneficiaries
- Excellent verbal and written communication skills with the ability to explain complicated legal processes in a clear way to your clients
- Strong relationship building experience in order to build and maintain relationships with trustees and beneficiaries
- Experience of training, development and mentoring of junior team members
- Willingness to attend business development activities on behalf of the team and the firm
This is a hybrid position, but we would like you to be able to attend our Bury St Edmunds office twice a week to work with the rest of the Trusts and Tax team.
Ashtons Legal is an equal opportunities employer and we welcome applications from all communities and backgrounds.
Trusts Solicitor - Private Client employer: Ashtons Legal LLP
Contact Detail:
Ashtons Legal LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Solicitor - Private Client
✨Tip Number 1
Make sure to familiarize yourself with the specific trust laws and regulations in the UK, especially those related to HMRC compliance. This knowledge will not only help you during the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the trusts and tax field. Attend relevant seminars or workshops where you can meet potential colleagues or mentors who can provide insights into the role and the company culture at Ashtons Legal.
✨Tip Number 3
Prepare to discuss your experience with administering trusts in detail. Be ready to share specific examples of how you've handled complex situations, such as dealing with beneficiaries' requests or preparing tax returns.
✨Tip Number 4
Show your enthusiasm for business development activities. Think of ways you could contribute to the growth of the Trusts and Tax team and be prepared to discuss these ideas during your conversation with us.
We think you need these skills to ace Trusts Solicitor - Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in administering trusts, particularly your post-qualification experience. Emphasize any specific skills related to tax returns, legal drafting, and compliance requirements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the Trusts and Tax team. Mention your experience with beneficiaries and your ability to explain complex legal processes clearly. Show how you can contribute to the team's success.
Highlight Relevant Qualifications: If you have STEP qualifications or any other relevant certifications, make sure to mention them prominently. Even if not essential, they can set you apart from other candidates.
Showcase Communication Skills: Since excellent verbal and written communication skills are crucial for this role, provide examples in your application of how you've successfully communicated complex information to clients or trained junior team members.
How to prepare for a job interview at Ashtons Legal LLP
✨Showcase Your Experience
Make sure to highlight your five years of post-qualification experience in administering trusts. Be prepared to discuss specific cases where you successfully managed trust portfolios and the challenges you faced.
✨Demonstrate Your Knowledge of Taxation
Since the role involves dealing with personal tax returns and inheritance tax, brush up on these topics. Be ready to explain how you handle tax returns and compliance requirements for trusts.
✨Communicate Clearly
Excellent verbal and written communication skills are crucial. Practice explaining complex legal processes in simple terms, as you will need to convey this information to clients and beneficiaries.
✨Build Rapport
Relationship building is key in this role. Think of examples where you've successfully built relationships with trustees and beneficiaries, and be ready to share how you approach these interactions.
