Trusts Specialist

2 days ago


Plymouth, Plymouth, United Kingdom Cwcsolicitors Full time
Job Title: Trusts Specialist

We are seeking a highly skilled Trusts Specialist to join our team at CWCSolicitors.

The ideal candidate will have experience in creating trusts and settlements, as well as managing trusts on behalf of trustees. This includes expertise with tax relating to trusts, completing trust tax returns, preparing legal documents, preparing accounts, liaising with investment providers, and terminating trusts.

This is a full-time or part-time position based in our Plymouth office (with hybrid working arrangements considered). The successful candidate will be suitably qualified, such as a solicitor, chartered legal executive, or non-qualified professional with direct experience.

Key Responsibilities:
  • Creating trusts and settlements
  • Managing trusts on behalf of trustees
  • Tax expertise relating to trusts
  • Completing trust tax returns
  • Preparing legal documents
  • Preparing accounts
  • Liaising with investment providers
  • Terminating trusts
Benefits:
  • Annual leave
  • Bank holidays off
  • Full private healthcare after probation period
  • Flexible working arrangements
Estimated Salary:

£50,000 - £70,000 per annum



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