Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert legal advice on wills, trusts, and tax planning for private clients.
- Company: Respected regional firm with a supportive and collaborative culture.
- Benefits: Competitive salary, generous holiday, health cover, and professional development support.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in wills, trusts, and tax planning with excellent communication skills.
- Other info: Opportunity for career growth in a diverse and inclusive environment.
The predicted salary is between 50000 - 70000 £ per year.
A highly respected regional firm is seeking an experienced Wills, Tax & Trusts Lawyer to join its Private Client team. This is a rare opportunity to work on complex, high value matters across wills, tax planning, trusts and powers of attorney, delivering exceptional service to a long standing and loyal client base.
The Role
- Provide expert legal advice across a wide range of private client matters, including:
- Drafting and advising on all aspects of wills
- Setting up and managing lifetime trusts, including annual trust tax returns
- Managing estate and trust administration
- Advising on inheritance tax planning, with strong working knowledge of all capital taxes
- Managing a portfolio of clients for whom the firm holds Lasting Powers of Attorney (property & financial affairs, and health & welfare)
- Staying up to date with developments in private client law, taxation and compliance
- Delivering high quality, empathetic client care and building strong relationships with clients and professional referrers
- Actively contributing to business development and attracting new clients
Candidate Requirements
- This role is suited to a Private Client specialist with:
- Strong experience in wills, trusts, tax planning and estate administration
- A solid understanding of capital taxes and inheritance tax planning
- Excellent communication skills and a compassionate, client centred approach
- Confidence managing a varied caseload of complex and high value matters
- Strong organisational skills and meticulous attention to detail
- The ability to build rapport with clients, accountants, financial advisers and other professionals
- A proactive approach to networking and business development
Benefits
- Competitive salary
- Generous holiday entitlement
- Discretionary bonuses
- Private health cover
- Company pension contributions
- Life insurance
- Paid professional fees
- Supportive, friendly and collaborative team environment
How to Apply
For a confidential discussion about this opportunity, please contact: Email: Phone:
The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs. At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We champion and celebrate diversity in the workplace.
Wills, Tax & Trusts Lawyer - Somerset in England employer: Chadwick Nott
Contact Detail:
Chadwick Nott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wills, Tax & Trusts Lawyer - Somerset in England
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend local events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience in wills, trusts, and tax planning. Share specific examples of how you've helped clients in the past – it’ll show you know your stuff!
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out directly to firms you admire and express your interest in working with them. A well-crafted email can go a long way in making a great first impression.
✨Apply Through Our Website
We’ve got a fantastic platform for job applications, so make sure to apply through our website. It’s user-friendly and ensures your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative!
We think you need these skills to ace Wills, Tax & Trusts Lawyer - Somerset in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wills, Tax & Trusts Lawyer role. Highlight your experience in wills, trusts, and tax planning, and don’t forget to showcase your client care skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client law and how your experience aligns with our needs. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Communication Skills: As a Wills, Tax & Trusts Lawyer, excellent communication is key. In your application, demonstrate your ability to convey complex legal concepts clearly and empathetically. We’re looking for someone who can build strong relationships with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re proactive – a quality we really appreciate!
How to prepare for a job interview at Chadwick Nott
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and tax planning. Familiarise yourself with recent changes in private client law and taxation. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Empathy
As a Wills, Tax & Trusts Lawyer, client care is key. Prepare examples of how you've provided compassionate support to clients in the past. This will demonstrate your ability to build strong relationships, which is crucial for this role.
✨Be Organised
With a varied caseload, organisation is vital. Bring a portfolio that showcases your previous work and how you managed complex cases. This will highlight your attention to detail and organisational skills, making you stand out as a candidate.
✨Network Like a Pro
Since business development is part of the role, think about how you can contribute to attracting new clients. Prepare to discuss your networking strategies and any successful collaborations you've had with other professionals, like accountants or financial advisers.
