Private Client Lawyer

JMC Legal Recruitment; Somerton; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A respected law firm in Somerton is looking for a Wills, Tax & Trusts Lawyer. The successful candidate will manage complex cases for high-net-worth individuals and families, providing empathetic advice and building long-term relationships. This role offers a supportive culture with flexible working and opportunities for career progression.

Benefits

Flexible working

Profit share

Generous holiday allowance

Office closure over Christmas

YAY day for fun

Qualifications

• Strong technical knowledge in inheritance tax and capital taxes.
• Experience in drafting complex wills and advising on succession planning.
• Ability to build long-term client relationships.

Responsibilities

• Draft complex wills and advise on succession planning.
• Provide inheritance tax and capital tax advice.
• Manage estate and trust administration.

Skills

Technical knowledge of inheritance tax

Capital taxes expertise

Trusts management

Relationship building

Job description

Overview

Wills, Tax & Trusts Lawyer - Somerton (Full Time, Hybrid)

A respected Somerset firm is looking to appoint a Wills, Tax & Trusts lawyer to its high-performing private client team in Somerton.

This is a position for a technically strong private client specialist who enjoys working closely with HNW individuals, business owners, and families on complex and often multi-generational matters. The work is broad and intellectually stimulating, covering everything from capital tax planning and trust structuring, through to estate administration and lifetime wealth preservation.

You'll take on an established caseload of high-quality instructions and manage long-standing client relationships. Alongside this, you'll be encouraged to grow your own network - whether that's through close ties with local referrers or supporting the firm's strong regional presence.

You'll be joining a firm with a progressive, people-first culture that blends traditional values with modern working practices. Benefits include flexible working, profit share, and a generous holiday allowance (including office closure over Christmas and a "YAY day" to take just for fun).

Responsibilities

• Drafting complex wills and advising on succession planning
• Inheritance tax and capital tax advice
• Trust creation, management, and tax compliance
• Estate and trust administration
• Managing a portfolio of LPAs
• Maintaining up-to-date knowledge of tax and private client law
• Playing an active role in business development and referrer relationships

Who this will suit

• A private client lawyer with strong technical knowledge, particularly around inheritance tax, capital taxes and trusts
• Someone who thrives on building long-term relationships and offering clear, empathetic advice
• A lawyer looking to join a close-knit team with clear career progression and a genuinely supportive culture

For a confidential discussion, or to request further details, get in touch.