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For Companies At a Glance
- Tasks: Join our Trusts and Tax team to manage client trust portfolios and handle legal documentation.
- Company: Ashtons Legal is a respected firm specializing in trust administration and tax services.
- Benefits: Enjoy a hybrid work model with flexible hours and opportunities for professional development.
- Why this job: Make a real impact by supporting clients through complex legal processes in a collaborative environment.
- Qualifications: Must have 5+ years of experience in trust administration and strong communication skills.
- Other info: This role requires attending the Bury St Edmunds office twice a week.
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 compliance requirements for trusts, as this is a crucial aspect of the role. Understanding the nuances of HMRC regulations will not only help you in interviews but also demonstrate your commitment to the position.
✨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. Building these relationships can provide valuable insights and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with legal drafting and administration of trusts in detail. Be ready to share specific examples of how you've handled complex situations, as this will showcase your expertise and problem-solving skills.
✨Tip Number 4
Since this is a hybrid position, emphasize your adaptability and willingness to collaborate with the team both in-person and remotely. Highlight any previous experiences that demonstrate your ability to work effectively in a flexible environment.
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, explain why you are interested in the Trusts and Tax team at Ashtons Legal. Mention your understanding of the role and how your background aligns with their needs, especially your experience with beneficiaries and HMRC.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential for this role, provide examples in your application that demonstrate your ability to explain complex legal processes clearly to clients.
Highlight Team Collaboration: Discuss your experience working collaboratively with other professionals, such as Private Client lawyers and trustees. This will show that you can effectively contribute to the team dynamic at Ashtons Legal.
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, including any challenges you faced and how you overcame them.
✨Demonstrate Legal Knowledge
Familiarize yourself with the legal aspects of trust administration, including tax returns, compliance requirements, and inheritance tax. Be ready to explain complex legal processes in simple terms, as this will showcase your communication skills.
✨Build Rapport
Since relationship building is key in this role, think of ways to demonstrate your ability to connect with clients, trustees, and beneficiaries. Share examples of how you've successfully built and maintained these relationships in your previous roles.
✨Prepare for Business Development Questions
As the role involves attending business development activities, be prepared to discuss your experience in this area. Think about how you can contribute to the firm's growth and what strategies you would implement to attract new clients.
