Private Client Trusts & Tax Solicitor - Hybrid

Blake Morgan LLP; Southampton; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Blake Morgan LLP in Southampton seeks an experienced Private Client Solicitor to join our established Succession & Tax team. You will advise on complex trusts, estate planning, and related taxes, while collaborating with the Trust and Tax Team.

The role emphasizes client-focused service, managing independent caseloads, and achieving professional accreditation (STEP preferred or pursued). Hybrid working with 2-3 days in the office is offered.

Qualifications

• Experience in trusts and estate planning with independent caseloads.
• STEP qualification preferred or commitment to obtaining it.
• Excellent verbal and written communication skills.
• Ability to supervise and delegate within a team.
• Strong client care and relationship management.
• Experience collaborating with colleagues across disciplines.

Responsibilities

• Provide trust advice and administration of trusts.
• Advise trustees and beneficiaries on related tax treatment.
• Prepare wills and lasting powers of attorney.
• Estate planning including Inheritance Tax and Capital Gains Tax.
• Obtain Grants of Probate or Letters of Administration.
• Prepare deeds of variation and gifts.

Skills

Trusts & estate planning

Communication skills

Team collaboration

STEP qualification

IT literacy

Client care

Tools

Peppermint

iManage

Practice Management System

Job description

Blake Morgan LLP in Southampton seeks an experienced Private Client Solicitor to join our established Succession & Tax team. You will advise on complex trusts, estate planning, and related taxes, while collaborating with the Trust and Tax Team.

The role emphasizes client-focused service, managing independent caseloads, and achieving professional accreditation (STEP preferred or pursued). Hybrid working with 2-3 days in the office is offered.