Trusts and Estate Planning Specialist

3 days 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.



  • West Midlands, United Kingdom Gleeson Recruitment Group Full time

    Senior Associate - Trusts and Estate PlanningAn 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...


  • West Midlands, United Kingdom Gleeson Recruitment Group Full time

    Senior Associate - Trusts and Estate PlanningAn 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...


  • West Midlands, United Kingdom Gleeson Recruitment Group Full time

    About the RoleWe are seeking an experienced Senior Associate to join our dynamic Trusts and Estate Planning team at Gleeson Recruitment Group.Key ResponsibilitiesTrust Establishment: Advise clients on the creation of family trusts for tax planning, estate planning, and other purposes, and prepare comprehensive trust deeds and ancillary documents.Trustee...


  • West Midlands, United Kingdom Gleeson Recruitment Group Full time

    About the RoleWe are seeking an experienced Senior Associate to join our dynamic Trusts and Estate Planning team at Gleeson Recruitment Group.Key ResponsibilitiesTrust Establishment: Advise clients on the creation of family trusts for tax planning, estate planning, and other purposes, and prepare comprehensive trust deeds and ancillary documents.Trustee...


  • North West, United Kingdom BeTechnology Group Limited Full time

    Position: Mobile Estate Planning Consultant Salary: £30,000 - £40,000 + commission (£40,000 - £50,000 OTE) Location: Various locationsWe are collaborating with a rapidly expanding organization that focuses on estate planning, committed to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate...


  • North West, United Kingdom BeTechnology Group Limited Full time

    Position: Mobile Estate Planning Advisor Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: RemoteWe are collaborating with a rapidly expanding company that focuses on estate planning, committed to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate planning solutions,...


  • North West, United Kingdom BeTechnology Group Limited Full time

    Position: Mobile Estate Planning Advisor Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: FlexibleWe are collaborating with a rapidly expanding organization that focuses on estate planning, committed to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate planning...


  • North West, United Kingdom BeTechnology Group Limited Full time

    Position: Mobile Estate Planning Consultant Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: Various locationsWe are collaborating with a rapidly expanding organization that focuses on estate planning, dedicated to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate...


  • North West, United Kingdom BeTechnology Group Limited Full time

    Position: Mobile Estate Planning Consultant Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: FlexibleWe are collaborating with a rapidly expanding organization that focuses on estate planning, dedicated to delivering outstanding service and reassurance to their clientele. Their team excels in providing customized estate planning...


  • North West, United Kingdom BeTechnology Group Limited Full time

    Position: Mobile Estate Planner Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: Remote / Field-basedWe are collaborating with a rapidly expanding organization that focuses on estate planning, committed to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate planning...


  • North West England, United Kingdom BeTechnology Group Full time

    Position Overview BeTechnology Group is seeking a dedicated and experienced Estate Planning Consultant to join our dynamic team. Our organization is committed to delivering outstanding service and peace of mind to our clients through personalized estate planning solutions. About Us We specialize in providing tailored estate planning services, including the...

  • Head of Estates

    1 day ago


    west midlands, United Kingdom Morgan Hunt Full time

    Job DescriptionWe have a current opportunity for a Head of Estates on a permanent or fixed term contract basis, salary range of £50-55,000 per annum. The position will be based in North Birmingham. If you are a Head of Estates able to look after Care Homes, Supported Housing, Commercial Offices from an FM, Property and Projects perspective please get in...

  • Head of Estates

    1 day ago


    west midlands, United Kingdom Morgan Hunt Full time

    We have a current opportunity for a Head of Estates on a permanent or fixed term contract basis, salary range of £50-55,000 per annum. The position will be based in North Birmingham. If you are a Head of Estates able to look after Care Homes, Supported Housing, Commercial Offices from an FM, Property and Projects perspective please get in touch. The estate...

  • Head of Estates

    2 days ago


    West Midlands, United Kingdom Morgan Hunt Full time

    We have a current opportunity for a Head of Estates on a permanent or fixed term contract basis, salary range of £50-55,000 per annum. The position will be based in North Birmingham. If you are a Head of Estates able to look after Care Homes, Supported Housing, Commercial Offices from an FM, Property and Projects perspective please get in touch. The estate...

  • Head of Estates

    2 days ago


    West Midlands, United Kingdom Morgan Hunt Full time

    We have a current opportunity for a Head of Estates on a permanent or fixed term contract basis, salary range of £50-55,000 per annum. The position will be based in North Birmingham. If you are a Head of Estates able to look after Care Homes, Supported Housing, Commercial Offices from an FM, Property and Projects perspective please get in touch. The estate...

  • Head of Estates

    21 hours ago


    West Midlands, United Kingdom Morgan Hunt Full time

    We have a current opportunity for a Head of Estates on a permanent or fixed term contract basis, salary range of £50-55,000 per annum. The position will be based in North Birmingham. If you are a Head of Estates able to look after Care Homes, Supported Housing, Commercial Offices from an FM, Property and Projects perspective please get in touch. The estate...


  • west midlands, United Kingdom Simpson Judge Ltd Full time

    Planning Law Specialist **Role:** Senior Planning Law Partner **Location:** Midlands region, covering Worcester, Birmingham, and Northampton **Salary:** Competitive, DOE **Quick notes:** Hybrid working, available caseload, Legal 500 National firm, potential for equity in due course At Simpson Judge Ltd, we are proud to be assisting one of our largest...


  • west midlands, United Kingdom Simpson Judge Ltd Full time

    Planning Law Specialist **Role:** Senior Planning Law Partner **Location:** Midlands region, covering Worcester, Birmingham, and Northampton **Salary:** Competitive, DOE **Quick notes:** Hybrid working, available caseload, Legal 500 National firm, potential for equity in due course At Simpson Judge Ltd, we are proud to be assisting one of our largest...


  • West Blatchington, Brighton and Hove, United Kingdom CITRUS CONNECT LTD Full time

    About the RoleCITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.Key ResponsibilitiesDevelop and implement effective estate planning strategies for clientsProvide expert...


  • West Blatchington, Brighton and Hove, United Kingdom CITRUS CONNECT LTD Full time

    About the RoleCITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.Key ResponsibilitiesDevelop and implement effective estate planning strategies for clientsProvide expert...