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.
- Other info: Opportunity for career growth in a diverse and inclusive environment.
- 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.
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
- You'll 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: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761
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 are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*
Wills, Tax & Trusts Lawyer - Somerset in Taunton employer: Chadwick Nott
Chadwick Nott is an exceptional employer that prioritises both professional growth and a supportive work culture. As a Private Client Partner in Dorset, you will enjoy the autonomy to manage your own caseload while receiving mentorship opportunities to develop junior lawyers, all within a diverse and inclusive environment that values high-quality client service.
StudySmarter Expert Advice🤫
We think this is how you could land Wills, Tax & Trusts Lawyer - Somerset in Taunton
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We think you need these skills to ace Wills, Tax & Trusts Lawyer - Somerset in Taunton
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Chadwick Nott, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Chadwick Nott and the specific role of Wills, Tax & Trusts Lawyer - Somerset. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
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How to prepare for a job interview at Chadwick Nott
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
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Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
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