At a Glance
- Tasks: Provide expert advice on Trusts and manage complex legal matters.
- Company: Join a prestigious Top 200 law firm with a rich history.
- Benefits: Enjoy generous holidays, income protection, and a supportive work environment.
- Other info: Dynamic team atmosphere with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your legal expertise.
- Qualifications: Solicitor or Legal Executive qualification with Trusts experience.
The predicted salary is between 36000 - 60000 £ per year.
We are a leading “Top 200” law firm with a long history of providing wealth‑management services across Lincolnshire and the East Midlands. Established in 1856, we are one of the UK’s oldest and largest private client firms.
We are looking for an experienced Trusts lawyer to join our busy Trusts team at the Stamford office. The successful candidate will either be a specialist in Trusts or an experienced private‑client lawyer with a proven track record of Trusts work who is keen to develop further expertise in the area.
Responsibilities
- Provide advice on the creation, administration and termination of new and existing Trusts.
- Prepare various deeds and documents related to Trust administration.
- Manage Trust tax returns, accounts and HMRC’s Trust Registration Service.
- Plan on Inheritance Tax and Capital Gains Tax matters.
- Advise on Agricultural Property Relief, Business Property Relief and Declarations of Trust.
- Collaborate with other departments and external advisers on Trust matters.
- Provide support on Wills that utilise Trusts for complex family situations.
- Administer taxable and non‑taxable estates.
- Participate in marketing initiatives to promote the firm’s Trusts services.
Key Duties
- Deliver ongoing service to existing clients.
- Work with partners and fee earners to develop new business.
- Enhance the Private Client and Trusts Departments and maximise cross‑referrals.
- Produce fee income in line with targets.
- Keep up-to‑date with all changes in law and practice in relevant areas.
- Maintain accurate daily records of time spent on client and internal work.
- Ensure billing and collection procedures comply with quality and risk policies.
Benefits
- Generous holiday entitlements
- Staff discount on legal and wealth‑management fees
- Income protection and life assurance (3× salary)
- Salary exchange pension scheme option
- Employee assistance programme
Employment Details
- Hours of work: 09:00 – 17:15, Monday to Friday (36.25 hours per week).
- Location: Stamford.
- Salary: Competitive and dependent on experience.
Qualifications
- Solicitor or Legal Executive qualification.
- Experience in Tax and Trust matters.
- STEP Diploma or willingness to study for the qualification.
Person Specification
- Knowledge: Passionate interest in Tax and Trust work; commercial mindset; strong computer literacy (including case‑management systems); up‑to‑date knowledge of relevant product, technical and legislative changes; understanding of Money Laundering Regulations and Solicitors’ Account Rules.
- Skills: Excellent communication (verbal and written), problem‑identification, listening, questioning; high attention to detail; ability to work under pressure and meet tight deadlines; strong planning and organisational skills; proficiency in written and numeracy skills.
- Competencies: Confidence when presenting to clients; prioritisation of workloads; effective communication of technical issues to non‑specialist audiences; proactive and tactful; marketing and business‑development skills.
- Attributes: Flexible, high‑quality service orientation, integrity, empathy, hardworking, positive attitude, sense of humour.
Application
Please email your CV and covering letter to: recruitment@chattertons.com.
Equality, Diversity & Privacy
Chattertons is committed to equal opportunities for all people, and the firm has an Equality and Diversity Policy in place. Please refer to our privacy policy for information regarding how your personal data is processed.
EXPERIENCED TRUSTS LAWYER - STAMFORD, LINCOLNSHIRE employer: Chattertons Solicitors & Wealth Management
Chattertons is a prestigious law firm with a rich heritage dating back to 1856, offering a supportive and collaborative work environment in Stamford, Lincolnshire. As an employer, we prioritise employee growth through continuous professional development opportunities, generous holiday entitlements, and a comprehensive benefits package including income protection and life assurance. Join us to be part of a dynamic team that values integrity, innovation, and a positive work culture, all while making a meaningful impact in the field of Trusts law.
Contact Details:
Chattertons Solicitors & Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land EXPERIENCED TRUSTS LAWYER - STAMFORD, LINCOLNSHIRE
✨Tip Number 1
Network like a pro! Get out there and connect with other legal professionals, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your best work in Trusts law. This could include case studies, client testimonials, or even articles you've written. When you meet potential employers, having tangible proof of your skills can really set you apart.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out to the firm directly. Ask insightful questions about their Trusts team and express your enthusiasm for the position. This shows initiative and can make a lasting impression.
✨Tip Number 4
Keep learning! Stay updated on the latest trends and changes in Trusts law. Consider attending workshops or webinars. This not only boosts your knowledge but also demonstrates your commitment to professional growth when chatting with potential employers.
We think you need these skills to ace EXPERIENCED TRUSTS LAWYER - STAMFORD, LINCOLNSHIRE
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in Trusts law. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about Trusts law and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Skills:Highlight your communication and organisational skills in both your CV and cover letter. We’re looking for someone who can handle complex issues with ease, so give us examples of how you’ve done this in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows you’re keen on joining us!
How to prepare for a job interview at Chattertons Solicitors & Wealth Management
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of Trusts law, especially the specifics mentioned in the job description. Be prepared to discuss recent changes in legislation and how they impact Trust administration. This will show your passion and expertise in the field.
✨Showcase Your Communication Skills
As an experienced Trusts lawyer, you'll need to communicate complex legal concepts clearly. Practice explaining Trust-related issues in simple terms, as if you're talking to a client who may not have a legal background. This will demonstrate your ability to connect with clients effectively.
✨Prepare for Scenario-Based Questions
Expect questions that ask you to solve hypothetical Trust scenarios or client situations. Think through your approach to managing Trust tax returns or advising on Inheritance Tax. This will help you showcase your problem-solving skills and practical experience.
✨Highlight Your Team Collaboration Experience
The role involves working with other departments and external advisers. Be ready to share examples of how you've successfully collaborated in the past. This could include cross-referrals or joint marketing initiatives, which will illustrate your teamwork and business development skills.
