HNW Trusts and Tax Solicitor

TipTopJob; West Midlands; On-site; GBP 65,000 - 95,000; Full time

Job summary

Birmingham National Law Firm is seeking an experienced Tax and Trusts Associate Solicitor to join its growing Birmingham team, handling complex tax, trusts, and estate planning for HNW and UHNW clients.

You will work with leading specialists and advisory across private client matters, with exposure to high-net-worth matters and cross-border tax issues.

Qualifications

• Experience as a Tax, Trusts or Private Client Solicitor.
• Strong knowledge of UK tax and trusts.
• Experience advising HNW/UHNW individuals and families.
• Excellent drafting, analytical and client communication skills.
• Ability to manage your own caseload while collaborating in a wider team.

Responsibilities

• 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.
• Wills and wider estate planning.
• Cross-border and international tax issues where appropriate.
• Advising trustees, beneficiaries and family offices.

Skills

Tax and Trusts

Private Client

UK tax

HNW/UHNW advisory

Drafting

Client management

Commercial mindset

Caseload management

Team collaboration

Career development

Job description

HNW Tax and Trusts Associate Solicitor Birmingham National Law Firm HNW and UHNW Clients

Are you a Tax and Trusts Solicitor looking to take your career to the next level?

A leading national law firm is looking to appoint an experienced Tax and Trusts Associate Solicitor to join its growing and highly regarded team in Birmingham.

This is an excellent opportunity for a talented private client lawyer to work alongside leading specialists, advising a sophisticated client base of high:net:worth (HNW) and ultra:high:net:worth (UHNW) individuals and families on complex tax, trusts and estate planning matters.

The Role

• 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.

You will work closely with experienced Partners and senior lawyers, giving you excellent exposure to complex matters and sophisticated clients.

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, 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.

If you are a Tax and Trusts Solicitor with experience advising HNW and UHNW clients and are considering your next move in Birmingham, this could be an excellent opportunity.

For a confidential discussion, please get in touch. 454