Senior Trust Advisor

7 days ago


London, Greater London, United Kingdom Law Staff Legal Recruitment Ltd Full time

About the Firm

Our client is a prestigious firm of solicitors with a long history of excellence in the field of Private Client law. With 45 partners and approximately 200 staff members, they offer a comprehensive range of services to both private and commercial clients.

The Private Client department is at the heart of the firm, comprising two sections: the legal section and the tax and trust section. As a Private Client Solicitor, you will be working closely with the Partners and team members to provide expert advice on tax and estate planning, wills, trust documentation, and other matters related to Private Client law.

Key Responsibilities

  • Provide tax and estate planning advice, trust structuring advice, and prepare wills and related testamentary documents.
  • Collaborate closely with the tax and trust team to ensure seamless service delivery.
  • Advise on inheritance tax, capital gains tax, trust and company law, probate, and mental capacity matters.
  • Offer advice to resident and non-resident individuals, trustees, and family offices on various UK tax legislations affecting their investments.
  • Assist in pre-immigration and emigration planning, trust creation and distribution strategies, estate administration, and tax-efficient asset structuring.
  • Handle tax and trust matters related to divorce, contentious trust, and probate claims, charities, philanthropy, and family-owned businesses.
  • Stay updated with changes in legislation and market developments.

Requirements

  • A strong background in Private Client work.
  • Good knowledge of tax, trust, and private client law.
  • Excellent communication skills, both written and verbal.
  • Ability to work collaboratively as part of a team.
  • Track record of meeting time targets and billing requirements.
  • Desire and ability to stay abreast of legislative changes and market developments.
  • 4-6 Years PQE as a private client solicitor.

Remuneration Package

The successful candidate can expect a salary range from £70,000 to £90,000 per annum, depending on experience, plus a range of benefits including 4x Life Assurance, Permanent Health Insurance, Medical Insurance, BUPA Cash plan, BUPA Health Assessment, BUPA Dental, auto-enrolment in the firm's Group Personal Pension Scheme, Discretionary Bonus Scheme, and Introduction Bonus Scheme.


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