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Trusts and Estate Planning Specialist

2 months ago

West Midlands, United Kingdom Gleeson Recruitment Group Full time
Senior Associate - Trusts and Estate Planning

An exceptional opportunity has emerged for a Senior Associate with a minimum of 6 years PQE to join a dynamic Trusts and Estate Planning team at a prominent legal firm.

About the Firm:

The firm is a leading provider of legal and tax advice, specialising in various forms of family trusts. Catering to a diverse range of client needs, from tax and estate planning to asset protection, the firm's team is adept at preparing trust deeds, letters of wishes, and other essential documents throughout the life of a trust.

Key Responsibilities:

  1. Trust Establishment:
    • Advising clients on the establishment of family trusts for tax planning, estate planning, and other purposes.
    • Preparing comprehensive trust deeds and ancillary documents.
  2. Trustee Support:
    • Assisting family members in understanding and fulfilling their duties and responsibilities as trustees.
    • Providing guidance on the advantages of appointing professional trustees.
  3. Trust Management:
    • Managing trusts based on client preferences and circumstances.
    • Handling day-to-day trust management activities.
    • Preparing trust accounts and overseeing annual tax compliance.
  4. International Tax Planning:
    • Providing advice on offshore trusts, addressing international tax planning concerns.

Requirements:

  • Experience: Minimum 6 years PQE with a strong background in trusts and estate planning.
  • Skills: Excellent legal and tax knowledge related to family trusts.
  • Client Management: Ability to advise and guide clients on trust-related matters.
  • Team Collaboration: Working collaboratively with other team members to achieve objectives.
  • Professionalism: Displaying a high level of professionalism and integrity.

Why Choose Us:

  • Impactful Work: Contribute to the success of clients by providing crucial legal and tax solutions.
  • Dynamic Team: Work with a dynamic and experienced team passionate about trusts and estate planning.
  • Career Growth: Opportunities for professional development and career progression.

If you are an experienced Senior Associate looking to make a significant impact in trusts and estate planning, we welcome your application. We are proud to be a disability confident employer. By applying, you will be registered as a candidate with Gleeson Recruitment Group. Our Privacy Policy is available on our website and explains how we will use your data.