At a Glance
- Tasks: Develop expertise in trusts and personal tax while managing a varied caseload.
- Company: Join a nationally respected private client team with a supportive culture.
- Benefits: Enjoy a competitive salary, flexible working, and excellent training programmes.
- Other info: Flexible work model prioritising development and wellbeing.
- Why this job: Shape complex trust strategies for high-net-worth clients in a leading practice.
- Qualifications: Solicitor or Trust Adviser with 2-6 years of experience; NQs with trust experience welcome.
The predicted salary is between 54000 - 66000 £ per year.
In this role you will develop specialist expertise in trusts and personal tax within a nationally respected private client team. You will handle a varied, technical caseload spanning trust administration, planning and wealth protection, and work closely with in-house tax specialists. The role blends client-facing advisory work with drafting and compliance, across high-net-worth matters. You will join a flexible, supportive culture that prioritises development and wellbeing, with a typical two-day-a-week office presence. This is an opportunity to shape complex trust strategies for upscale clients in a leading practice.
Pay / Benefits
- salary and benefits package
- flexible working model
- excellent training programmes
- development and wellbeing support
Responsibilities
- Manage own caseload of trust matters from administration through to compliance and tax reporting
- Advise on creation, structure and ongoing management of UK trusts
- Draft trust documentation (deeds, letters of wishes, ancillary docs)
- Provide practical guidance on trust tax issues (income tax, CGT, IHT)
- Prepare or oversee annual trust accounts and tax returns
- Collaborate with lifetime planning team on trusts arising from wills, gifts and deputyships
- Liaise with trustees, high-net-worth clients, accountants and Chartered Tax Advisers
Key requirements
- Solicitor, Legal Executive or Trust Adviser with ideally 2-6 PQE (or equivalent experience); NQs with trust experience considered
- Comfortable managing own files without supervision and juggling deadlines
- Highly organised, proactive and client-focused with strong attention to detail
- Exceptional communication skills
Private Capital (Trusts) Solicitor / Associate - Taunton employer: Chadwick Nott
As a leading international law firm based in Bristol, we pride ourselves on offering an exceptional work environment that fosters collaboration and innovation. Our Associate Directors in Financial Services Regulation benefit from exposure to high-quality, complex international work, alongside opportunities for career progression within a supportive team. With a commitment to diversity and inclusion, we ensure that all employees are valued and empowered to thrive in their roles.
