Tax & Trusts Solicitor/CILEX (Private Client), £60k - £80k DOE, SE London, Kent border, great benefits hybrid working.

Tax & Trusts Solicitor/CILEX (Private Client), £60k – £80k + DOE, SE London, Kent border, great benefits + hybrid working .

We’re excited to offer a career-defining role within our Legal 500-rated Private Client team, led by a Chambers “Leading Individual.”

This is a fantastic opportunity for a skilled tax and trusts lawyer to work on a diverse and technically challenging caseload for HNW legacy clients.

The role:

Our client provides a comprehensive range of tax services, from essential compliance support to specialised advisory expertise, including trusts, estates, probate, CGT, and IHT planning. Duties for this role include:

• Advise on the tax principles for all the different types of trust (will trusts, discretionary trusts, life interest trusts and charitable trusts), to include income tax, capital gains tax and inheritance tax.
• Advise on tax implications of trust set up and termination and implementing this. In the case of relevant property trusts, dealing with key tax events to include the IHT 10-year anniversary and exit charges.
• Maintenance of trust tax and accounts files for a portfolio of trust clients; preparation of annual trust accounts and tax returns, reporting to trustees, arranging tax payments.
• Management and use of an online tax programme for completion and submission of annual tax returns and R185’s.
• Use of HMRC’s Trust Registration Service to register and maintain and update trust details
• Compliance in relation to FATCA, CRS and LEI Estates.
• Advise on the tax implications of matters arising in the administration period to include tax treatment of different types of income, CGT issues on sale or appointment out of assets, chargeable event gains re life assurance bonds.
• Assessment of method of reporting and settling the tax for the administration period, that is by informal settlement or self- assessment estate tax returns.
• Set up estate tax record via HMRC’s TRS, completion and submission of annual tax returns, report to executors, arranging payment of tax due. For informal procedures, prepare tax schedule.
• Deal with accounting queries in relation to the estate accounts and generally advising on accounting matters.
• Assisting in the preparation of Wills and lifetime IHT planning for clients.
• Advising clients with regard to the Administration of Estates both where Wills have been prepared and on intestacy.

Requirements:

• 2-5 years PQE in private client law, with specialist experience in trusts, estates, probate, CGT, and IHT.
• Excellent written and verbal communication skills.
• A collaborative and client-focused approach with outstanding client care abilities.
• Commercial acumen and enthusiasm for business development.
• A self-motivated, confident mindset, with a passion for contributing to the firm’s growth.

What they offer:

• Excellent benefits and bonus/incentives
• A high level of responsibility and autonomy.
• Direct mentorship and collaboration with senior partners.
• Career development including toute to partner in the future

This role is ideal for a driven tax and trusts lawyer looking to make a significant impact in a well-regarded firm.

Jo Cokayne at or call for a confidential discussion on 0208 078 9236 (office hours) or 07925104795 (out of office hours).

LR Legal is a specialist legal recruitment agency with a reputation based on trust and integrity. We will always ask your permission before sending your CV to any of our clients.

The PQE identified in this advertisement is a guide only and does not preclude applications from those with more PQE.

LR Legal Recruitment is operating as an Employment Agency in respect of this vacancy.