EXPERIENCED TRUSTS LAWYER - STAMFORD, LINCOLNSHIRE

Chattertons Solicitors & Wealth Management; Stamford; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Generous holiday entitlement

Staff discount on legal and wealth mgm

Income protection

Life Assurance at 3 x salary

Salary exchange pension scheme

Employee assistance programme

Job summary

Chattertons Solicitors & Wealth Management in Stamford is seeking an experienced Trusts lawyer to join our busy Private Client team.

You will advise on creation, administration and termination of Trusts, handle trust tax returns, and work with the Head of Trusts and a Partner to grow the department.

The role requires Solicitor or Legal Executive status with experience in Tax and Trust matters; STEP Diploma is welcomed; salary depends on experience.

Qualifications

• Solicitor or Legal Executive with experience in Tax and Trust matters.
• STEP Diploma or willingness to study for it.

Responsibilities

• Provide advice on creation, administration and termination of Trusts.
• Assist with Wills utilizing Trusts for complex family situations.
• Administer estates and collaborate with other departments.
• Support partners and Head of Trusts; develop the Trusts department.

Skills

Trusts law

Tax planning

Wills & Estates

Client advisory

Legal research

Education

Solicitor/Legal Executive

STEP Diploma

Tools

SOS Connect

Job description

Experienced Trusts Lawyer - Stamford, Lincolnshire

We are a leading "Top 200" law firm and provider of wealth management services based in Lincolnshire and the East Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK. The firm has one of the largest private client teams in the region.

The Role

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.

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.

Benefits

• Generous holiday entitlements
• Staff discount on legal and wealth management fees
• Income protection
• Life Assurance at 3 x salary
• Salary exchange pension scheme option
• Employee assistance programme

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.

Hours of Work: 09.00 - 17.15 hrs - Monday to Friday (36.25 hours per week).

Location: Stamford

Salary: Depending on Experience

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.
• Commercial mind-set.
• 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 problem identification skills.
• 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.

Competencies

• 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.

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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