At a Glance
- Tasks: Manage complex trust matters and provide expert advice to high net worth clients.
- Company: Join a top-tier legal team known for excellence in Private Capital.
- Benefits: Enjoy a comprehensive learning programme and flexible benefits to support your career.
- Other info: Dynamic role with opportunities for professional growth and collaboration.
- Why this job: Make a real impact in wealth protection while working with experienced professionals.
- Qualifications: 2-4 years PQE in private client work with strong trust knowledge.
The predicted salary is between 40000 - 50000 £ per year.
We are seeking a Solicitor/Legal Executive/Associate to join our Private Capital’s designated Tax and Trusts team in a fast‑paced role supporting high net worth clients across a broad range of complex matters. You will be joining a well‑established team, with our Personal Tax, Trusts and Probate team ranked Tier 1 in the Legal 500 for the South‑West, and will work on a varied and sophisticated caseload involving trusts, tax and wider wealth protection matters. This role will require you to attend the office at least two times a week, although you may be required to come in more often if needed.
Day‑to‑Day Duties
- Manage a varied caseload of trust matters, including administration, compliance, and tax reporting.
- Advise on the establishment, structuring, and ongoing administration of UK trusts.
- Draft trust deeds, letters of wishes and related legal documentation.
- Provide practical guidance on trust taxation, including income tax, capital gains tax and inheritance tax.
- Collaborate with in‑house Chartered Tax Advisers, accountants and STEP‑qualified colleagues to deliver integrated advice.
- Prepare or oversee the preparation of annual trust accounts and tax returns.
- Support the Lifetime Planning team with trust and tax expertise.
- Advise on trust‑related issues arising from wills and lifetime gifts arrangements.
Compliance with information security and all firm policies and procedures is an integral part of this role.
The Role Is Right for You If
- You are an experienced Solicitor, Legal Executive or Trust Advisor with 2–4 years PQE, background in private client work and demonstrable experience of complex trust matters.
- Trust experience and knowledge is essential to this role.
- You have managed your own caseload and worked in a busy environment with competing priorities.
- You are exceptionally organised, proactive, adaptable, and possess a flexible ‘can‑do’ attitude.
- You can work closely with various stakeholders and build strong relationships with high net worth clients.
- You take pride in your work, anticipate client needs in advance and pay meticulous attention to detail.
Benefits
- Comprehensive learning and development programme.
- Range of wellbeing initiatives to support your career journey.
- Flexible benefits package.
Trusts Solicitor/Executive in Somerset employer: Clarke Willmott LLP.
Join a prestigious firm renowned for its Tier 1 ranked Personal Tax, Trusts and Probate team in the South-West, where you will thrive in a supportive and dynamic environment. With a strong focus on employee growth, we offer comprehensive learning and development programmes alongside a range of wellbeing initiatives, ensuring that you can advance your career while maintaining a healthy work-life balance. Our collaborative culture encourages you to build meaningful relationships with high net worth clients, making this an exceptional opportunity for those seeking a rewarding legal career.
