Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a varied caseload in wills, trusts, and estate planning.
- Company: Join a respected law firm in Somerset known for exceptional legal services.
- Benefits: Enjoy competitive salary, flexible working, and generous holiday allowances.
- Why this job: Be part of a supportive team with clear career progression and community impact.
- Qualifications: 3-5 years of experience in private client work; STEP qualification is a plus.
- Other info: Regular social events and a strong focus on professional development.
The predicted salary is between 40500 - 70000 £ per year.
Location: Somerset (Wells)
Salary: £45-70,000 DOE + Excellent Benefits
About the Firm
We are partnering with a well-established and highly regarded law firm based in Somerset, renowned for its commitment to delivering exceptional legal services and cultivating long-term client relationships. The firm is deeply rooted in its community while maintaining the highest standards of professionalism and innovation.
As part of its ongoing strategic growth, the firm is seeking a talented Wills, Tax and Trusts Associate to join its respected Private Client team. This is an excellent opportunity for a mid-level solicitor to take the next step in their career, managing a varied caseload and contributing to the department's continued development and success.
Role Overview
This position is ideal for a solicitor with 3-5 years of post-qualification experience (although this is a guideline) in private client work, particularly focused on wills, estate and tax planning, and trusts. You will be part of a collaborative, forward-thinking team, supported by an established client base and clear pathways for progression.
Key Responsibilities
- Managing a broad caseload of private client work, with emphasis on:
- Drafting complex and tailored wills
- Advising on and establishing trusts for estate planning and asset protection
- Administering estates, including complex or high-value probate matters
- Advising on inheritance tax planning and mitigation strategies
- Preparing and registering Lasting Powers of Attorney
- Supporting clients with succession planning, including business and agricultural assets
- Delivering high standards of client care with a professional, empathetic approach
- Ensuring compliance with SRA regulations and current legal frameworks
- Collaborating with senior solicitors and mentoring junior colleagues
- Contributing to business development initiatives, including networking and marketing activities
Person Specification
- Confident in managing a varied and often complex caseload independently
- Strong technical knowledge of wills, trusts, probate, LPAs, and tax planning
- Excellent communication and interpersonal skills with a client-focused mindset
- Commercially astute, proactive in identifying opportunities for growth and referral work
- STEP qualification or working towards it is desirable, though not essential
What's on Offer
- Competitive salary and comprehensive benefits package
- Genuine career progression opportunities
- Hybrid and flexible working arrangements
- Collegiate and supportive working environment
- A strong and loyal client base with excellent referral networks
Benefits
- Up to 27 days holiday + bank holidays + gifted shutdown between Christmas and New Year
- 1 discretionary celebration day
- 2x discretionary profit share scheme
- Annual Christmas bonus
- 3x Life Assurance
- Flexible working policies
- Cash Health Plan & Employee Assistance Programme
- Enhanced maternity and partner leave/pay
- Flu voucher scheme
- Access to CPD and learning resources
- Regular firm-funded social events
How to Apply
If you're a Private Client Lawyer with a focus on Wills, Tax and Trusts looking to take the next step in your career with a supportive and well-regarded Somerset-based firm, I'd love to hear from you. Please contact Joseph Brady at or apply directly with your CV.
LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Wills, Tax and Trust Solicitor employer: LHH Recruitment Solutions
Contact Detail:
LHH Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wills, Tax and Trust Solicitor
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in wills, tax, and trusts. Attend local legal events or seminars in Somerset to meet potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest developments in wills, trusts, and tax law. Being knowledgeable about recent changes can help you stand out during informal discussions or interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the firm on professional networking sites. They can provide insights into the firm's work environment and expectations, which can be invaluable for your application.
✨Tip Number 4
Prepare to discuss your experience with complex caseloads and client management during any conversations. Highlight specific examples that demonstrate your ability to handle challenging situations effectively.
We think you need these skills to ace Wills, Tax and Trust Solicitor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client work, particularly in wills, trusts, and tax planning. Use specific examples to demonstrate your skills and achievements relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client law and your understanding of the firm's values. Mention how your experience aligns with their needs and express your enthusiasm for contributing to their team.
Highlight Relevant Qualifications: If you have STEP qualifications or are working towards them, be sure to mention this prominently. Also, include any other relevant certifications or training that would enhance your application.
Showcase Client Care Skills: Emphasise your ability to deliver high standards of client care. Provide examples of how you've successfully managed client relationships and addressed their needs in previous roles.
How to prepare for a job interview at LHH Recruitment Solutions
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of wills, trusts, probate, and tax planning. Be prepared to discuss specific cases or scenarios where you've applied this knowledge, as it will demonstrate your expertise and confidence in handling complex matters.
✨Emphasise Client Care Skills
Since the role requires delivering high standards of client care, think of examples where you've successfully managed client relationships. Highlight your empathetic approach and how you ensure clients feel supported throughout the legal process.
✨Prepare for Business Development Questions
The firm values proactive individuals who can contribute to business development. Be ready to discuss any networking or marketing initiatives you've been involved in, and share ideas on how you could help grow the firm's client base.
✨Demonstrate Team Collaboration
As you'll be working within a collaborative team, prepare to talk about your experience mentoring junior colleagues or collaborating with senior solicitors. This shows that you're not only a strong individual contributor but also a team player who values collective success.
