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 client work.
- 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 and strong trust knowledge required.
The predicted salary is between 40000 - 48000 £ 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 Southampton employer: Clarke Willmott LLP.
Join a leading firm renowned for its exceptional Private Capital’s Tax and Trusts team, where you will thrive in a collaborative and supportive environment. With a Tier 1 ranking in the Legal 500 for the South-West, we offer extensive learning and development opportunities, a flexible benefits package, and a strong focus on employee wellbeing, making it an ideal place for ambitious professionals to grow their careers while working with high net worth clients on complex matters.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Solicitor/Executive in Southampton
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals for a chat. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience with trusts and tax matters. Share specific examples of how you've managed complex cases and the impact of your work. This will help you stand out as a knowledgeable candidate.
✨Ace the Interview
Prepare for interviews by researching the firm and its culture. Be ready to discuss how your skills align with their needs, especially in managing trust matters. Practice common interview questions and think about how you can demonstrate your proactive and adaptable nature.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our top-tier Private Capital’s Tax and Trusts team.
We think you need these skills to ace Trusts Solicitor/Executive in Southampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trusts Solicitor role. Highlight your background in private client work and any specific trust matters you've handled. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about trusts and tax law, and how your experience aligns with our needs. Keep it engaging and personal – we love getting to know our applicants!
Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take pride in their work, so double-check everything before hitting send!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best experience possible. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Clarke Willmott LLP.
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, tax implications, and the specific legal frameworks involved. Be prepared to discuss complex trust matters and demonstrate your understanding of how they apply to high net worth clients.
✨Showcase Your Experience
Highlight your previous experience managing a varied caseload in private client work. Be ready to share specific examples of how you've handled complex trust issues, as this will show your capability and confidence in the role.
✨Build Rapport with Stakeholders
Since collaboration is key in this role, think about how you can demonstrate your ability to work with Chartered Tax Advisers and accountants. Prepare examples of past experiences where you successfully built relationships with various stakeholders.
✨Attention to Detail is Key
Given the meticulous nature of trust documentation and compliance, be prepared to discuss how you ensure accuracy in your work. You might even want to bring along a sample of your previous work to showcase your attention to detail and organisational skills.
