Private Client Solicitor: Tax, Trusts & Succession | Hybrid

Legal Southwest Ltd; Exeter; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Hybrid working arrangements

Supportive and collaborative working环境

Exposure to high-value Private Client,

Continued professional development and

Career progression

Job summary

Legal Southwest Ltd in Exeter is seeking an experienced Private Client Solicitor or Chartered Legal Executive to join our Wealth Management team. You will handle a varied caseload spanning Tax, Trusts and Succession matters, including high-value estate administration and complex Wills.

The role offers progression to Solicitor, Associate or Senior Associate levels, with hybrid working and opportunities for continued professional development within an established firm.

Qualifications

• Qualified Solicitor or Chartered Legal Executive with Private Client experience.
• 3–4 years’ PQE or equivalent experience, though other levels will be considered.
• Strong experience in inheritance tax planning, trusts and succession matters.
• Experience handling complex or high-value estate administration.
• Confident drafting Wills incorporating trusts and associated documentation.
• Excellent technical knowledge, research and drafting skills.
• Ability to manage a caseload independently within a collaborative team.
• Proactive, commercially aware and professional approach.
• STEP qualification or progress toward it is advantageous but not essential.

Responsibilities

• Manage a varied caseload of Private Client matters including estate administration, inheritance tax planning, trusts and succession planning.
• Advise clients on inheritance tax matters and tax-efficient succession strategies.
• Advise on creation, administration, amendment and termination of trusts.
• Draft complex Wills incorporating trusts and bespoke provisions.
• Handle high-value estate administration matters.
• Provide practical, commercially focused advice to high-net-worth individuals and business owners.
• Work with colleagues on complex matters while progressing cases independently.
• Maintain excellent client relationships and high standards of client care.

Skills

Private Client experience

Drafting

Client care

Communication

Education

Solicitor qualification

Chartered Legal Executive qualification

Job description

Legal Southwest Ltd in Exeter is seeking an experienced Private Client Solicitor or Chartered Legal Executive to join our Wealth Management team. You will handle a varied caseload spanning Tax, Trusts and Succession matters, including high-value estate administration and complex Wills.

The role offers progression to Solicitor, Associate or Senior Associate levels, with hybrid working and opportunities for continued professional development within an established firm.