Trusts and Estate Planning Senior Associate

4 weeks ago


West Midlands, United Kingdom Gleeson Recruitment Group Full time
About the Role

We are seeking an experienced Senior Associate to join our dynamic Trusts and Estate Planning team at Gleeson Recruitment Group. As a key member of our team, you will be responsible for providing expert advice on trusts and estate planning to our clients.

Key Responsibilities
  • Advising clients on the establishment of family trusts for tax planning, estate planning, and other purposes.
  • Preparing comprehensive trust deeds and ancillary documents.
  • Managing trusts based on client preferences and circumstances.
  • Providing guidance on the advantages of appointing professional trustees.
  • Preparing trust accounts and overseeing annual tax compliance.
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 Join 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.


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