Private Client (Trusts) Solicitor

Errington Legal; Cambridgeshire and Peterborough; On-site; GBP 40,000 - 70,000; Full time

Job description

Would you like to be a part of a highly regarded, specialist Trusts team in a leading regional law firm?

Trusts Solicitor – Suffolk with hybrid working

Client

A full-service regional law firm with a Legal 500 Tier 1 Private Client Team.

Role

• Work collaboratively with the Private Client lawyers and the Legal Trust Corporation directors.
• Administer a portfolio of trusts for longstanding clients including annual accounts and tax returns.
• Legal drafting of documents in relation to:
  • retirement and appointments of Trustees.
  • advances to beneficiaries.
  • winding up of trusts.
• Preparation and submission of the annual declarations on the Trust Registration Service.
• Preparation and submission of FATCA and CRS returns, where necessary.
• Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees.
• Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts.
• Undertaking the day-to-day administration of the trusts to include talking to beneficiaries and handling their requests for financial support.

You

• Ideally 5+ PQE or more junior with solid experience as a Paralegal in this field.
• A basic understanding of Personal Tax Returns.
• Inheritance tax, capital gains tax and CGT 60-day knowledge.
• Experience of preparing trust accounts and tax returns.
• Experience of dealing with professional intermediaries, trustees and beneficiaries.
• Clear understanding of the compliance requirements for trusts.
• Experience of liaising with HMRC as required, on behalf of trustees and beneficiaries.
• Strong relationship building experience in order to build and maintain relationships with trustees and beneficiaries.
• Willingness to attend business development activities on behalf of the team and the firm.
• Ideally you will be STEP qualified, but this is not essential.

Benefits Include:

• Life Assurance.
• Bonus scheme.
• Generous holiday policy.
• Hybrid working.
• Pension Scheme.
• Permanent Health Insurance.
• Health cash plan.
• Employee Benefits portal.

For further information and a confidential discussion please contact Sue Peers at Errington Legal Recruitment.

We are an equal opportunities recruiter, committed to ensuring an inclusive and supportive recruitment process. We embrace and promote diversity as we understand the importance and value of this both for us and our clients.