HNW Trusts and Tax Solicitor

JAM Recruitment Ltd; Park Central; On-site; GBP 90,000 - 105,000; Full time

Job summary

JAM Recruitment Ltd in Birmingham is seeking a HNW Trusts and Tax Solicitor to join its private wealth practice.

You will advise high-net-worth clients on trust creation, administration and restructuring, and handle estate planning and cross-border tax issues.

This full-time, on-site role offers exposure to sophisticated estates within a leading national firm and a collaborative team.

Qualifications

• Experience as a Tax, Trusts or Private Client Solicitor.
• Strong technical knowledge of UK tax and trusts.
• Experience advising HNW/UHNW individuals and families.
• Excellent drafting and analytical skills.

Responsibilities

• Advise on trust creation, administration and restructuring.
• Provide guidance on Inheritance Tax and estate planning.
• Address Capital Gains Tax and Income Tax considerations.
• Assist with lifetime gifting and succession planning.
• Advise trustees, beneficiaries and family offices.
• Handle cross-border and international tax issues where appropriate.

Skills

Tax and trusts experience

Private Client solicitor experience

Education

Legal qualification (Solicitor)

Job description

The HNW Trusts and Tax Solicitor role in Birmingham offers a chance to join a national firm’s respected private wealth practice. This full‑time position carries a salary between £90,000 and £105,000 per annum. You will advise high-net-worth and ultra‑high-net-worth clients, handling complex matters such as trust creation, administration, and restructuring. Your caseload will also cover estate planning and intricate tax issues. Working alongside leading specialists, you will provide technical guidance to families and individuals with substantial assets. The position suits a solicitor with solid experience in tax and trusts, seeking to progress within a supportive team. A sophisticated client base ensures exposure to varied and challenging work. This Birmingham‑based role demands strong technical knowledge and a meticulous approach to delivering clear advice on intricate legal structures.

The Role

You will work on a varied and high‑quality caseload, advising HNW and UHNW clients on a broad range of private wealth matters, including:

• Trust creation, administration and restructuring.
• Inheritance Tax and estate planning.
• Capital Gains Tax and Income Tax considerations.
• Lifetime gifting and succession planning.
• Trust and estate taxation.
• Family wealth structuring.
• Business succession and shareholder planning.
• Agricultural and business property relief.
• Wills and wider estate planning.
• Complex estates and tax‑driven structures.
• Advising trustees, beneficiaries and family offices.
• Cross‑border and international tax issues where appropriate.

About You

• Experience as a Tax, Trusts or Private Client Solicitor.
• Strong technical knowledge of UK tax and trusts.
• Experience advising HNW/UHNW individuals and families.
• Excellent drafting and analytical skills.
• Strong client management and communication abilities.
• A commercial, solutions‑focused approach.
• The ability to manage your own caseload while working collaboratively as part of a wider team.
• Ambition to develop your career within a leading national practice.
• Experience with complex estates, family investment structures, business owners or international clients would be advantageous.

Why This Opportunity?

This is a fantastic opportunity to join a national law firm with an established and growing Birmingham practice, working on sophisticated matters for clients where the advice genuinely makes a difference. You will be exposed to a high‑quality HNW and UHNW caseload, working alongside specialists across private client, tax, trusts and corporate and other complementary practice areas.

The firm offers an excellent platform for someone looking to build their technical expertise, develop strong client relationships and progress their career within a leading national practice.