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For Companies At a Glance
- Tasks: Join a dynamic team advising on trusts, tax planning, and client matters.
- Company: A top UK law firm known for excellence and client care in the East Midlands.
- Benefits: Enjoy generous holidays, staff discounts, income protection, and life assurance.
- Why this job: Be part of a respected team with opportunities for growth and client interaction.
- Qualifications: Must be a qualified solicitor or legal executive with trust and tax experience.
- Other info: Work hours are Monday to Friday, 09:00 - 17:15, in Stamford.
The predicted salary is between 36000 - 60000 £ per year.
A prestigious Top 200 UK law firm with one of the largest private client teams in the East Midlands is seeking a confident and proactive Trusts Lawyer to join its growing and well-respected team. The firm has a long-standing reputation for excellence and client care.
This is an exciting opportunity for an experienced solicitor or legal executive with a strong background in Trusts and Tax planning to join the firm's dedicated Trusts team at its Stamford office. You may already specialise in this area or be an experienced private client lawyer with substantial Trusts experience looking to deepen your focus.
Working closely with the Head of Trusts and a Partner based in Stamford, your role will involve advising on a wide range of trust-related matters including:
- Creation, administration, and termination of trusts
- Drafting trust documentation and deeds
- Trust tax returns and annual accounts
- Trust Registration Service (HMRC) compliance
- Inheritance Tax and Capital Gains Tax planning
- Agricultural and Business Property Relief
- Declarations of Trust
- Collaborating with colleagues and external advisers
You may also assist with Wills (particularly those using trusts) and the administration of both taxable and non-taxable estates. You'll be actively involved in marketing and business development efforts, working with the firm's marketing team to grow the department and maintain its strong reputation.
Key Benefits
- Generous holiday entitlement
- Staff discounts on legal and financial services
- Income protection
- Life assurance (3x salary)
- Salary exchange pension scheme
- Employee Assistance Programme
Key Responsibilities
- Deliver high-quality legal advice and service to existing clients
- Help grow the Trusts and Private Client departments through business development and referrals
- Contribute to fee generation in line with personal and departmental targets
- Maintain up-to-date legal knowledge, especially in tax and trust developments
- Maintain financial discipline and accurate time recording
- Work in compliance with risk and quality assurance procedures
About You
Essential:
- Qualified Solicitor or Legal Executive
- Substantial experience in Tax and Trust matters
- Excellent verbal and written communication skills
- Meticulous attention to detail and a structured approach
- High standard of client service and empathy
- Confidence working with high-net-worth individuals and professionals
- Familiarity with AML and SRA accounting rules
Desirable:
- STEP Diploma (or willingness to study)
- Experience with SOS Connect
- Previous experience in cross-departmental referrals
- Business development and presentation skills
Role Details:
Location: Stamford, Lincolnshire
Hours: Monday - Friday, 09:00 - 17:15 (36.25 hours per week)
Salary: Competitive, dependent on experience
Locations
Trusts Lawyer in Stamford, Lincolnshire employer: Lynx Employment Services Ltd
Contact Detail:
Lynx Employment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Lawyer in Stamford, Lincolnshire
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in trusts and tax planning. Attend local legal events or seminars in Stamford to meet potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Familiarise yourself with the latest developments in trust law and tax regulations. Being well-versed in current trends will not only boost your confidence but also demonstrate your commitment to the role during any informal discussions or interviews.
✨Tip Number 3
Showcase your business development skills by thinking of innovative ways to attract new clients to the Trusts department. Prepare a few ideas to discuss during your interview, as this will highlight your proactive approach and alignment with the firm's growth objectives.
✨Tip Number 4
Research the firm’s existing client base and their needs. Understanding the types of clients they serve, particularly high-net-worth individuals, will allow you to tailor your conversations and demonstrate how you can add value to their team.
We think you need these skills to ace Trusts Lawyer in Stamford, Lincolnshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Trusts and Tax planning. Include specific examples of cases you've worked on, particularly those involving high-net-worth individuals, to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for Trusts law and your proactive approach. Mention your familiarity with the firm's reputation and how you can contribute to their business development efforts.
Highlight Relevant Qualifications: If you have a STEP Diploma or are willing to study for one, make sure to mention this in your application. Also, emphasise any experience with SOS Connect or cross-departmental referrals, as these are desirable skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A meticulous approach reflects your attention to detail, which is crucial for a Trusts Lawyer.
How to prepare for a job interview at Lynx Employment Services Ltd
✨Showcase Your Expertise in Trusts and Tax
Make sure to highlight your experience and knowledge in Trusts and Tax planning during the interview. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex trust-related matters, as this will demonstrate your capability to handle the responsibilities of the role.
✨Demonstrate Strong Communication Skills
As a Trusts Lawyer, you'll be working with high-net-worth individuals and professionals. Practice articulating your thoughts clearly and confidently, both verbally and in writing. Consider preparing examples of how you've effectively communicated complex legal concepts to clients in the past.
✨Prepare for Business Development Questions
Since the role involves contributing to business development, think about your previous experiences in marketing and client acquisition. Be ready to share ideas on how you can help grow the Trusts and Private Client departments, as well as any successful strategies you've implemented in the past.
✨Familiarise Yourself with the Firm's Values
Research the firm's reputation and values before the interview. Understanding their commitment to client care and excellence will allow you to align your answers with their ethos, showing that you're not just a fit for the role but also for the firm’s culture.
