Trust Manager
2 weeks ago
Ranked as one of the top private client and charity law firms in the country, Wilsons is thrilled to be included in The Times Best Law Firms 2025 for another year running.
About the team:
Our private client team acts for clients with business interests, landed and inherited wealth, foreign domiciliaries, UK and offshore trustees, and non-resident individuals with links to the UK. Services include tax planning, estate and succession planning, asset structuring, UK and offshore trust formation and advice, wills and trusts, and estate administration and probates and intestacies valued at up to £50m.
About the work:
Initially, you'll be managing trusts, taking on a number of existing matters, building a relationship with all the parties involved, and reviewing the trust. There will be multiple opportunities within this to provide broader tax advice.
Additionally, the role will involve providing a broader tax advisory role to clients from across the firm. It is anticipated that over time the role will involve more of the latter tax advisory work, but the trust management work will remain an important element. The trust management role will become as high level as possible and more junior fee earners will deal with more of the day-to-day work.
Responsibilities:
- Provide tax advice to settlors, trustees, beneficiaries, and protectors.
- Advise trustees on their role and responsibilities.
- Advise on and manage a full range of trusts including personal injury trusts.
- Arrange for others to draft supplemental trust documentation including advances, appointments, changes of trustees, and a full range of other types of transactions between trustees and beneficiaries.
- Arrange for others to prepare wills and lasting powers of attorney.
- Supervise and check production of accounts for trusts and prompt their production.
- Deal with investments including beauty parades and monitoring performance.
- Check and supervise the completion of tax returns for trustees and prompt their completion.
- Oversee and prompt the dealing with trust compliance work such as registering and updating the register of trusts with HMRC, FATCA, and CRS.
- Ensure the production of board minutes when necessary for Wilsons Trust Corporation.
- Overall manage a number of trusts and provide a very proactive service to clients in all spheres of private client work.
- Provide high-level tax advice to clients, frequently in relation to matters other members of the firm are working on.
- Supervise and mentor junior staff.
- Work collaboratively as part of a team and help move the team forward.
- Engage in business development, education, and training.
About Wilsons:
Our almost 300-year heritage, combined with lawyers who are recognised leaders in their fields, enables Wilsons to provide a unique combination of skills and experience to our clients. Our lawyers are dedicated to ensuring a detailed understanding of their clients' interests and a seamless working relationship across the different specialities of the practice.
Over the years, Wilsons has organically grown and is proud to be a people-focused firm with 30 partners and circa 150 employees.
#J-18808-Ljbffr-
Project Leader, Salisbury Trust for Homeless
3 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury Trust for the Homeless Full timeProject Leader, Salisbury Trust for Homeless (£30205.50 - £31726.50, permanent, full time) Company Description Salisbury Trust for the Homeless provides a home for single adults who would otherwise have nowhere to live. STFH is part of the BCHA group. South West based charitable housing association BCHA was founded over 50 years ago with a continuing...
-
Shop Manager
2 weeks ago
Salisbury, Wiltshire, United Kingdom Shaw Trust Full time"Shaw Trust promotes team spirit, inclusiveness and it is an organisation where everybody is somebody. I am proud to be part of this great organisation." Purpose To manage the shop, in line with company policy, in order to maximise sales and profit and to help increase the profile of Shaw Trust. To communicate regularly with the Retail Operations...
-
Shaw Trust Catherine Street
2 weeks ago
Salisbury, Wiltshire, United Kingdom Wiltshire Together Full timeShaw Trust Catherine Street - Volunteer Sales Assistant - TuesdaysWe are currently looking for volunteers to join us on Tuesdays, preferably all day, in a role that supports the manager and volunteers working on the shop floor.Join us at Shaw Trust Catherine Street as a Volunteer Sales Assistant and help us raise vital funds to support communities across the...
-
Research Manager
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeJob overview An opportunity has become available to join our dynamic team. This is pivotal role in Research Governance, responsible for reviewing and setting up hosted studies. The post holder will be expert in research governance and sound knowledge of clinical research management. The post holder will be a member of the research management team,...
-
Tax & Trusts Associate
2 days ago
Salisbury, Wiltshire, United Kingdom Rolf Berryman Full timeLeading South West based Law Firm is seeking a solicitor or associate with experience in the full range of private client matters. The Law FirmYou will have the opportunity to join one of the leading law firms in the South West.Being ranked in the top half of the Legal 500 for all of their key areas, this traditional practice is known for its exceptional...
-
Visitor Experience Officer
2 weeks ago
Salisbury, Wiltshire, United Kingdom National Trust Part timeSummary Being a Visitor Experience Officer for the National Trust is all about people – connecting with them, inspiring them, and making sure they have the best possible day when they come to visit. We have an exciting maternity cover opportunity to join the small team at Mompesson House for the 2025 season. In 2025 the house will be celebrating the...
-
Rehabilitation Trainer
1 week ago
Salisbury, Wiltshire, United Kingdom Dogs Trust Full timeWe are seeking an experienced and passionate Rehabilitation Trainer to assist with the behavioural and welfare assessments of dogs in our Rehoming Centre. We have an exciting opportunity for someone experienced in training a variety of dogs (breeds, ages and temperaments) and with a strong understanding of positive reinforcement training...
-
Associate Director of Culture, Leadership
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeJob overview We are now recruiting an Associate Director of Culture, Leadership & Learning to continue to move us on the path to 'Outstanding'. To succeed, you will need substantial HR experience operating at a senior level in the NHS or large public or private sector organisation, in a multiple stakeholder environment. You will bring a strong track...
-
Teacher (Resource Base)
3 days ago
Salisbury, Wiltshire, United Kingdom Acorn Education Trust Full timeAvon Valley Academy is looking to appoint an experienced Teacher to join its new dedicated Resource Base for students with complex cognition and learning needs. This is a wonderful, full-time opportunity to be in at the outset of this exciting venture to provide support for secondary aged students who require a more specialist provision than mainstream, but...
-
Nursing Associate Apprenticeship
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeJob overview We are looking to recruit people with a genuine desire to develop their skills and experience through a funded Nursing Associate Apprenticeship Programme. We are looking for candidates who have a positive and caring attitude, along with having a collaborative, compassionate and open approach to their work. As it is an apprenticeship...
-
Divisional Director of Operations
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.Job overviewThis is an exciting time to join an organisation that is using improvement methodology as its core operating system, empowering front line teams and clinicians to drive change and that is having huge success. This role will be a key player in driving...
-
Divisional Director of Operations
3 days ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.Job overviewThis is an exciting time to join an organisation that is using improvement methodology as its core operating system, empowering front line teams and clinicians to drive change and that is having huge success. This role will be a key player in driving...
-
Payroll and Pensions Officer
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeJob overview This is an opportunity to work within an NHS Pension department alongside a Payroll team within Finance. If you are looking for a challenge or change of role and have proven attention to detail, are customer focused, numerate and have a track record of producing accurate work this may be the role for you. The purpose of the job is to...
-
Medical Secretary
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeJob overview An opportunity has arisen to join the Booking Team within the Central Booking department at Salisbury Foundation Trust, as a band 3 Booking Coordinator. The successful candidates will join the Booking Team and work within the team to provide an excellent, friendly and organised booking experience for our patients. The successful...
-
Band 3 Respiratory Administrator
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeJob overview We are looking to recruit a Supply Chain Coordinator to join the SFT Supply Chain team based in Salisbury District Hosptial. The role is a full time 37.5 hours / week Mon – Fri. This is a customer focused role providing a service to maintain a continuous supply of goods to the forefront to deliver patient and clinical care. The role is...
-
Assistant manager- Salisbury
1 day ago
Salisbury, Wiltshire, United Kingdom TN United Kingdom Full time"Shaw Trust promotes team spirit, inclusiveness and it is an organisation where everybody is somebody. I am proud to be part of this great organisation."PurposeAre you ready to lead a team and contribute to the success of a shop while making a difference? As an Assistant Shop Manager in Kent, your purpose is to manage the shop in alignment with company...
-
Medical Physicist
4 days ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full timeJob overviewJoin Our Innovative Medical Physics TeamAre you an HCPC-registered Medical Physicist looking for an exciting opportunity to grow and collaborate in a dynamic healthcare environment? Salisbury NHS Foundation Trust is seeking a dedicated Band 7 Medical Physicist to join our forward-thinking team.The post involves performing a range of advanced...
-
Cancer Information Coordinator
2 weeks ago
Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Part timeJob overview An exciting opportunity has become available in the Cancer Support Team as a Cancer Information Coordinator. The role will be supporting the delivery of the Personalised Care Programme, focusing on patient information. The role aim is to ensure cancer information is easily accessible both in print and digitally to patient and people...
-
Assistant Manager
3 days ago
Salisbury, Wiltshire, United Kingdom AMS Full timeCompany DescriptionEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...
-
Assistant Manager
3 days ago
Salisbury, Wiltshire, United Kingdom Evelyn Partners PS Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.Company DescriptionAt S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881-helping...