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- Tasks: Administer trusts, advise clients, and mentor junior team members in a dynamic environment.
- Company: Top regional firm with an award-listed Private Wealth team.
- Benefits: Generous salary, hybrid working, career development, and a supportive culture.
- Why this job: Make a real impact advising high-net-worth clients on complex tax matters.
- Qualifications: Qualified solicitor with trusts and tax experience; STEP or ATT preferred.
- Other info: Join a diverse team committed to inclusivity and professional growth.
The predicted salary is between 46000 - 84000 £ per year.
A top regional firm is seeking a Tax & Trusts Lawyer to join its accredited Private Wealth team in Southampton. This full‑time role offers hybrid working, exposure to high‑net‑worth clients and clear progression within a supportive, human‑first culture.
Key responsibilities:
- Administer discretionary and interest‑in‑possession trusts; conduct annual trust reviews and maintain trust accounts.
- Advise trustees on fiduciary and statutory duties; support and attend trustee meetings.
- Draft trust deeds, minutes, resolutions and complete TRS filings.
- Prepare tax returns relating to trust income, CGT and IHT.
- Mentor junior team members and support business development and client events.
Candidate profile:
- Qualified solicitor or equivalent with demonstrable trusts and tax experience.
- STEP, ATT or comparable qualification desirable.
- Strong technical ability, excellent organisation, and clear client communication.
- Proactive, commercial mindset; comfortable with case management systems and hybrid working.
Why this role:
- Work with an award‑listed Private Wealth team advising HNW individuals on complex succession and tax matters.
- Generous benefits, career development and a collaborative environment.
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, culture or any other personal characteristic. We champion and celebrate diversity in the workplace.
Tax & Trusts Legal Advisor employer: Chadwick Nott
Contact Detail:
Chadwick Nott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Trusts Legal Advisor
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals. You never know who might have the inside scoop on job openings or can refer you directly.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience with trusts and tax matters. Bring examples of your work or even case studies to demonstrate your expertise. This will help you stand out from the crowd!
✨Ace the Informal Chat
If you land an informal chat or coffee meeting, treat it like an interview! Prepare some questions about the firm’s culture and their approach to private wealth. This shows you're genuinely interested and helps you assess if it's the right fit for you.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you access to exclusive roles but also shows your commitment to joining our team. Let’s get you that dream job together!
We think you need these skills to ace Tax & Trusts Legal Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax & Trusts Legal Advisor role. Highlight your relevant experience in trusts and tax, and don’t forget to mention any qualifications like STEP or ATT that you have!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Private Wealth team. Share specific examples of your work with high-net-worth clients and how you’ve navigated complex tax matters.
Showcase Your Soft Skills: We love a proactive mindset! In your application, highlight your organisational skills and ability to communicate clearly with clients. Mention any mentoring experience too, as we value collaboration and support within our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Southampton. We can’t wait to hear from you!
How to prepare for a job interview at Chadwick Nott
✨Know Your Trusts and Tax Inside Out
Make sure you brush up on your knowledge of trusts and tax regulations before the interview. Familiarise yourself with recent changes in legislation and be ready to discuss how they impact high-net-worth clients. This will show that you're proactive and well-informed.
✨Showcase Your Client Communication Skills
Since this role involves advising clients, practice articulating complex legal concepts in simple terms. Prepare examples of how you've successfully communicated with clients in the past, especially in challenging situations. This will demonstrate your ability to connect with clients effectively.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that test your problem-solving skills. Think about past experiences where you've had to navigate tricky trust or tax issues. Be ready to explain your thought process and the outcomes, as this will highlight your practical experience.
✨Emphasise Your Mentoring Experience
If you've mentored junior team members before, be sure to mention it! Discuss how you've supported their development and contributed to a collaborative environment. This aligns perfectly with the firm's human-first culture and shows you're a team player.
