Experienced Trusts Lawyer - Stamford, Lincolnshire

Chattertons Group; Stamford; On-site; GBP 65,000 - 90,000; Full time

Job summary

Chattertons seeks an experienced Trusts lawyer for its Stamford office to specialise in Trusts and private client work. You will advise on creation, administration and termination of trusts, handle tax matters and collaborate with the Head of Trusts and other partners.

The role involves trust administration, wills with trusts, and developing the department through client relationships and cross-referrals. Excellent communication and rigorous attention to detail are essential.

Qualifications

• Solicitor or Legal Executive with experience in Tax and Trust matters.
• STEP Diploma, or willingness to study for this qualification.
• Experience in Trusts and private client matters is preferred.

Responsibilities

• Provide advice on creation, administration and termination of Trusts.
• General Trust administration including deeds, tax returns, and Trust Registration.
• Tax planning including Inheritance Tax and Capital Gains Tax; advise on Reliefs.
• Collaborate with other departments and external advisers on Trust matters.
• Assist with Wills involving Trusts and estate administration.
• Promote and develop the Private Client and Trusts Departments; contribute to business development.

Skills

Excellent communication skills

Excellent listening & questioning

Attention to detail

Work under pressure

Planning & organisation

Confidence with clients

Prioritising workloads

Explain technical issues to non-expert

Written & numeracy skills

Proactive & tactful

Marketing & business development

Education

Solicitor or Legal Executive

STEP Diploma or willingness to study

Tools

SOS Connect

Job description

Experienced Trusts Lawyer - Stamford, Lincolnshire

We have an exciting opportunity for an experienced Trusts lawyer to join our busy Trusts team based at our Stamford office. We would expect the successful candidate to either be already specialising in this area, or be an experienced private client lawyer with experience of Trusts, looking to specialise in this area.

Location:Stamford
Hours:9am – 5.15pm Monday to Friday
Salary:Depending on Experience

You will be a confident, proactive and structured individual, who will work closely with the Head of Trusts and another Partner in the team, both of whom are based at the Stamford Office, assisting and supporting with a range of matters to include, but not limited to, the following:-

• Providing advice to clients and colleagues in relation to the creation, administration and termination of new and existing Trusts.
• General Trust administration including:
  • i) The preparation of various Deeds and documents.
  • ii) Trust tax returns and accounts.
  • iii) Using HMRC's Trust Registration Service.
• Inheritance Tax and Capital Gains Tax planning.
• Advising in relation to Agricultural Property Relief and Business Property Relief.
• Declarations of Trust.
• Collaboration with other departments and outside advisers in relation to Trust matters.

You may also assist with:-

• Advising on Wills, primarily those utilising Trusts to assist with more complex family situations.
• Administration of taxable and non-taxable estates.

In addition, you will work with the company's marketing team to promote and enhance the good reputation and business of the company.

Key Duties and Responsibilities:

• To provide an ongoing service to existing clients.
• To work with partners and other fee earners to develop new business.
• To develop and enhance the Private Client and Trusts Departments, maximising cross referrals across all offices and areas of the business.
• To produce fee income in line with targets and agreed objectives.
• To keep informed of all changes in the law and practice in own area of work.
• Maintain and enhance up to date legal skills.
• Financial control with particular regard to cash flow control through collection of monies on account and billing procedures.
• Maintaining accurate daily records of time spent on client and internal work.
• Perform fee earning work accurately, reliably and in accordance with the company’s quality and risk procedures.

Person Specification:

Qualifications

• Solicitor or Legal Executive.
• Experienced in Tax and Trust matters.
• STEP Diploma, or a willingness to study for this.

Knowledge

• A passionate interest in Tax and Trust work.
• Good computer literacy, including knowledge of case management systems.
• Up to date knowledge of product, technical and legislative changes in market place.
• Clear understanding on Money Laundering Regulations and Solicitors Account Rules.
• Previous experience of SOS Connect.

Skills

• Excellent communication skills, both verbal and written.
• Excellent listening and questioning skills.
• High level of attention to detail.
• Ability to work under pressure and to tight deadlines.
• Strong planning and organisational skills.
• Confident in front of clients.
• Ability to prioritise workloads and meet deadlines and to work in an efficient matter.
• Ability to communicate technical issues to a non‑specialist audience.
• Excellent written and numeracy skills.
• Proactive and tactful.
• Marketing and business development skills.

Attributes

• Willing to be flexible with the demands of the company.
• Desire to provide a high-quality service.
• High level of integrity and empathy.
• Hardworking, proactive and positive attitude.
• Sense of humour.

Why work at Chattertons

Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands. As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture. Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.

Benefits

Some of the great benefits that we offer include:

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment. This is available upon request.

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