At a Glance
- Tasks: Advise high-net-worth clients on estate planning and trust management.
- Company: Dynamic legal firm focused on collaboration and client relationships.
- Benefits: Flexible working, growth opportunities, and a supportive culture.
- Other info: Join a diverse team that values inclusion and open communication.
- Why this job: Make a real impact in clients' lives while shaping the future of estate planning.
- Qualifications: 10+ years of legal experience in trusts and estate planning.
The predicted salary is between 80000 - 100000 £ per year.
Responsibilities
- Estate Planning: Advising high‑net‑worth individuals and families on comprehensive, tax‑efficient estate and succession planning strategies.
- Trusts: Drafting lifetime trust structures, deeds of variation, and declarations of trust and acting as a professional Trustee, as well as assisting trustees, ensuring they are able to discharge their duties properly and in full compliance with all aspects of trust law.
- Taxation Expertise: Providing expert advice on the legal and tax aspects of estates, including inheritance tax (IHT) mitigation, capital gains tax (CGT), and working with chartered tax advisers and financial planners.
- Compliance and Regulation: Ensuring all advice and documentation comply with relevant legal and regulatory requirements, including the Solicitors Regulation Authority (SRA) standards.
- Client Management: Developing and maintaining strong relationships with clients, acting as the primary point of contact for complex matters.
About You
You are an experienced lawyer (ideally 10+ years post qualification experience with a strong track record in Trusts work) seeking a role where your expertise is valued and you can make a visible impact.
You’ll bring with you:
- Strong expertise in trusts, tax and estate planning
- STEP Qualification (preferred)
- Strengthen and maintain strong, collaborative relationships with clients, referrers, and industry partners
- Strong technical, analytical and drafting skills
- Strong client awareness with the ability to balance legal considerations, practical solutions, and client sensitivities, applying a pragmatic approach to estate planning and advice.
- Excellent communication skills (written & oral), capable of interacting with clients, experts, counsel, etc.
Why join us?
- Clear expectations and open communication – so you know where you stand.
- Meaningful work with a diverse range of clients, shaping the future.
- A culture of inclusion, belonging, and collaboration.
- Opportunities for growth, mentoring, and development without limits.
- Flexible working and support for a work‑life balance that lasts.
PRINCIPAL ASSOCIATE / LEGAL DIRECTOR – WILLS, TRUST & PROBATE in St Albans employer: Leigh Davis
Join a leading firm that values your expertise in estate planning and trusts, offering a supportive work culture where open communication and collaboration thrive. With a commitment to employee growth and flexible working arrangements, you will have the opportunity to make a meaningful impact while enjoying a healthy work-life balance. Our diverse clientele ensures that your work remains engaging and rewarding, making this an excellent place for seasoned professionals to advance their careers.
