Trusts Solicitor
2 days ago
Our Trusts and Tax Team
Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.
The Role
We are looking for a Solicitor with at least five years of post-qualification experience to join our Trusts and Tax team to administer a portfolio of trusts for our longstanding clients. You will work collaboratively with our Private Client lawyers and Ashtons Legal Trust Corporation directors.
Whilst not an exhaustive list, you can expect to be involved in and responsible for:
- Administering a portfolio of trusts on behalf of new and longstanding clients including annual accounts and tax returns
- Legal drafting of documents in relation to: retirement and appointments of Trustees; advances to beneficiaries; winding up of trusts
- Preparation and submission of the annual declarations on the Trust Registration Service
- Preparation and submission of FATCA and CRS returns, where necessary
- Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees
- Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts
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