Tax and Trust Advisor
7 days ago
The Private Client department is seeking an experienced solicitor to provide comprehensive lifetime and testamentary tax and estate planning advice.
You will assist Partners and team members in preparing wills, trust documentation, and offering guidance on tax and trust matters.
Responsibilities include:
- Providing tax and estate planning advice, trust structuring advice, and preparing wills and related testamentary documents.
- Collaborating closely with the tax and trust team to ensure seamless service delivery.
- Advising on inheritance tax, capital gains tax, trust and company law, probate, and mental capacity matters.
- Offering advice to resident and non-resident individuals, trustees, and family offices on various UK tax legislations affecting their investments.
- Assisting in pre-immigration and emigration planning, trust creation and distribution strategies, estate administration, and tax-efficient asset structuring.
- Handling tax and trust matters related to divorce, contentious trust, and probate claims, charities, philanthropy, and family-owned businesses.
Qualifications include a strong background in Private Client work, good knowledge of tax, trust, and private client law, excellent communication skills, ability to work collaboratively as part of a team, track record of meeting time targets and billing requirements, and a desire and ability to stay abreast of legislative changes and market developments.
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