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 environment with opportunities for professional growth and development.
- Why this job: Make a real impact by advising on sophisticated trust and tax matters.
- Qualifications: 2-4 years PQE with experience in private client and complex trust matters.
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 Taunton 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 supportive and dynamic environment. With a Tier 1 ranking in the Legal 500 for the South-West, we offer comprehensive learning and development opportunities, a flexible benefits package, and a culture that prioritises employee wellbeing and growth. This role not only allows you to manage a sophisticated caseload but also fosters collaboration with top professionals, ensuring you are well-equipped to provide integrated advice to high net worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Solicitor/Executive in Taunton
✨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 your work and how you've helped clients navigate complex issues. This will show them you’re the right fit for their team!
✨Ace the Interview
Prepare for interviews by researching the firm and understanding their approach to private client work. Be ready to discuss your previous cases and how you managed them. Confidence is key, so practice your responses and come across as knowledgeable and enthusiastic!
✨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 are proactive about your job search.
We think you need these skills to ace Trusts Solicitor/Executive in Taunton
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, 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 let that shine through in your written application!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
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 legal frameworks surrounding them. Be prepared to discuss specific cases or scenarios where you've successfully managed trust matters, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Since you'll be working with high net worth clients, it's crucial to demonstrate your ability to build strong relationships. Think of examples where you've effectively communicated complex information to clients or collaborated with other professionals, like accountants or tax advisers, to deliver integrated advice.
✨Be Organised and Proactive
This role requires managing a varied caseload, so highlight your organisational skills. Share specific strategies you use to prioritise tasks and manage competing deadlines. Showing that you can stay on top of your workload will impress interviewers.
✨Attention to Detail is Key
In the world of trusts and tax, details matter. Prepare to discuss how you ensure accuracy in your work, whether it’s drafting legal documents or preparing tax returns. Providing examples of how your meticulous nature has benefited past clients will reinforce your suitability for the role.
