Private Client Solicitor – Succession & Tax Expert

Blake Morgan; Southampton; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

Blake Morgan in Southampton invites an experienced Private Client Solicitor to join the Succession & Tax team. The role suits a solicitor or associate with proven advisory experience on trusts, estate planning, and complex tax matters.

You'll work closely with the Trust and Tax Team, handling trusts administration, wills, grants of probate, and related tax considerations, with hybrid working 2-3 days in the office per week.

Qualifications

• Experience in trusts and estate planning with independent caseloads.
• STEP qualification preferred or actively pursuing it.
• Excellent verbal and written communication skills.
• Ability to supervise and delegate within a team.
• Commitment to high levels of client care.
• Experience managing relationships with colleagues and third-party introducers.
• Flexible, able to prioritise and work under pressure.
• IT literate with familiarity of Practice Management Systems.

Responsibilities

• Provide trust advice on setting up, managing and administering trusts.
• Advise trustees and beneficiaries on trust operations and tax treatment.
• Prepare Wills and Lasting Powers of Attorney.
• Estate planning including Inheritance Tax, Capital Gains Tax and Income Tax; create lifetime trusts.
• Obtain Grants of Probate or Letters of Administration and administer estates.
• Prepare deeds of variation, gifts and family arrangements.

Skills

Trusts & estate planning experience

STEP qualification preferred

Strong communication skills

Team collaboration / leadership

IT literacy (Peppermint, iManage)

Education

Qualified Solicitor (England & Wales)

Tools

Peppermint

iManage

Job description

Blake Morgan in Southampton invites an experienced Private Client Solicitor to join the Succession & Tax team. The role suits a solicitor or associate with proven advisory experience on trusts, estate planning, and complex tax matters.

You'll work closely with the Trust and Tax Team, handling trusts administration, wills, grants of probate, and related tax considerations, with hybrid working 2-3 days in the office per week.