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For Companies At a Glance
- Tasks: Advise clients on trust structures, taxation, and wealth planning while managing client relationships.
- Company: Join an award-winning law firm known for its expert trust and tax advice.
- Benefits: Enjoy a competitive salary and the opportunity to work in a prestigious legal environment.
- Why this job: Be part of a distinguished team that values professionalism and offers impactful client interactions.
- Qualifications: 3+ years in trust advisory; STEP qualification preferred; strong UK trust law knowledge required.
- Other info: Full-time, permanent role based in Sheffield with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Location: Sheffield
Salary: Competitive, dependent on experience
Contract Type: Full-time, Permanent
About the Role
We are recruiting on behalf of our prestigious client, an award-winning law firm with an exceptional reputation. Our client's team is recognised for delivering expert trust and tax advice to individuals, families, trustees, and business owners. As part of continued growth, our client is seeking an experienced Trust Advisor to join a distinguished legal team.
Role Overview
The successful candidate will play a key role in advising on trust structures, taxation, compliance, and long-term wealth planning. This role involves both technical legal work and client relationship management, requiring sound judgment, precision, and professionalism.
Key Responsibilities
- Trust and Tax Advisory
- Provide expert advice on the formation, management, and winding up of trusts.
- Guide clients on inheritance tax (IHT), capital gains tax (CGT), and income tax consequences of trust arrangements.
- Support estate planning and wealth protection strategies.
- Trust Drafting & Structuring
- Draft trust deeds, letters of wishes, and related legal documentation.
- Review existing trust arrangements to ensure tax efficiency and legal compliance.
- Trust Administration
- Prepare and review annual trust accounts and financial summaries.
- Coordinate distributions and maintain accurate trustee records.
- Engage with accountants, financial advisors, and investment managers.
- HMRC Compliance & Reporting
- Manage the HMRC Trust Registration Service (TRS) and ensure timely submissions.
- Complete and file trust tax returns, liaising with HMRC where necessary.
- Monitor legislative changes affecting trusts and update internal processes accordingly.
Qualifications & Experience
- STEP qualification or progression towards STEP is highly desirable.
- A minimum of 3 years experience in a trust or private client advisory role within legal, financial, or tax services.
- Strong understanding of UK trust law and personal taxation.
- Proven experience handling discretionary, life interest, and complex family trusts.
Key Skills
- Strong drafting and communication skills.
- Ability to interpret complex legal and tax concepts clearly to clients.
- Exceptional organisational skills and attention to detail.
- Professional, discreet, and collaborative working style.
Trust Advisor in Sheffield employer: Lynx Employment Services Ltd
Contact Detail:
Lynx Employment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Advisor in Sheffield
✨Tip Number 1
Network with professionals in the legal and financial sectors, especially those who specialise in trusts and taxation. Attend relevant seminars or workshops in Sheffield to meet potential colleagues and gain insights into the industry.
✨Tip Number 2
Familiarise yourself with the latest developments in UK trust law and taxation. Subscribe to industry newsletters or follow key influencers on social media to stay updated on changes that could impact your role as a Trust Advisor.
✨Tip Number 3
Consider reaching out to current or former employees of the law firm to gain insider knowledge about their work culture and expectations. This can help you tailor your approach during interviews and demonstrate your genuine interest in the firm.
✨Tip Number 4
Prepare for potential interview questions by practising how to explain complex legal and tax concepts in simple terms. This will showcase your communication skills and ability to relate to clients effectively, which is crucial for a Trust Advisor.
We think you need these skills to ace Trust Advisor in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust and tax advisory roles. Emphasise your understanding of UK trust law and personal taxation, as well as any specific qualifications like STEP.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role of Trust Advisor. Mention your experience with trust structures and client relationship management, and how you can contribute to the firm's success.
Showcase Relevant Skills: Highlight your strong drafting and communication skills in both your CV and cover letter. Provide examples of how you've interpreted complex legal concepts for clients in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. Attention to detail is crucial for this role.
How to prepare for a job interview at Lynx Employment Services Ltd
✨Know Your Trust Law
Make sure you brush up on UK trust law and personal taxation before the interview. Being able to discuss specific legal concepts and how they apply to real-world scenarios will show your expertise and confidence in the role.
✨Demonstrate Client Relationship Skills
Since this role involves client relationship management, prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your communication skills and ability to explain complex legal matters in a clear way.
✨Showcase Your Attention to Detail
Given the importance of precision in trust drafting and compliance, be ready to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a significant difference.
✨Prepare for Technical Questions
Expect technical questions related to trust structures, tax implications, and compliance processes. Review common scenarios and be prepared to discuss how you would handle them, demonstrating your problem-solving skills and legal knowledge.
