Solicitor or Chartered Legal Executive

Tozers; Exeter; Ibrido; GBP 42.000 - 62.000; Tempo pieno

Descrizione del lavoro

Tozers LLP, Exeter-based with a hybrid working model, seeks a Solicitor or Chartered Legal Executive to join its Wealth Management team. You will handle lifetime tax, trust and succession work, alongside high-value estate administration, under supervision, and collaborate with partners to deliver tailored solutions for clients.

The role suits a professional with 3–4 years PQE and a proactive, client-focused approach.

Competenze

• Experience advising on inheritance tax and succession planning.
• Experience drafting complex Wills incorporating trusts is preferred.
• Ability to handle high-value estate administration with supervision.

Mansioni

• Advise on inheritance tax outside estate administration as part of succession planning.
• Create, operate and amend trusts and draft related documentation.
• Prepare complex, bespoke Wills including those with trusts; provide support as needed.
• Work closely with partners and the Wealth Management team on high-value matters.

Conoscenze

Inheritance tax advice

Trusts & succession advice

Wills drafting

Estate administration

Formazione

3–4 years PQE

Descrizione del lavoro

Solicitor or Chartered Legal ExecutiveTeamWealth ManagementLocationExeter based with hybrid working availableSalaryOn ApplicationStatus:Full TimeJob TypePermanentHours Of Work36.25 hours per weekJob Reference26-48 WM TTS Sol or FCILExAbout the roleTozers LLP is a leading firm of solicitors with offices in Exeter, Teignmouth and Newton Abbot offering an extensive legal service to businesses and individuals both locally and nationally. We are recognised in the Legal 500 and Chambers UK legal directories in a number of fields.Our specialist Tax, Trusts & Succession team forms part of our Legal 500 Tier 2-ranked Wealth Management practice and advises business owners, farmers and high net worth individuals on complex inheritance tax, trust and succession mattersWe are looking for a technically capable and collaborative Solicitor or Chartered Legal Executive to help us meet growing demand for this work. The appointment may be made at Assistant Solicitor/CILEx, Associate Solicitor/CILEx or Senior Associate/CILEx level, depending on the successful candidate’s experience and current level of seniority.What you’ll be doingYou will undertake a varied caseload combining lifetime tax, trust and succession advice with a meaningful amount of complex and high-value estate administration. The role is intended for a lawyer with established advisory experience alongside their estate administration work.All work will be undertaken with partner or associate supervision and guidance. However, we are looking for someone who is keen to engage fully with the issues, carry out the necessary research and develop well-reasoned solutions, so that supervision on more routine matters can usually be light touch. You will take ownership of progressing appropriate matters while recognising when input from colleagues is needed, and will work closely with the wider team on complex and bespoke instructions.You will advise clients on inheritance tax outside the administration of an estate, both as a standalone matter and as part of wider succession planning. We are looking for someone who is confident taking ownership of appropriate matters and developing solutions with light-touch supervision and guidance. Equally, you will enjoy working as part of a collaborative team on more complex inheritance tax, trust and succession planning matters, where ideas and expertise are shared to achieve the best outcome for clients.You will advise on the creation, operation and amendment of trusts and draft the associated documentation required to establish, amend or bring trusts to an end.Your work will also include preparing complex and bespoke Wills, including Wills incorporating trusts, with support available where needed.What we’re looking forWe are looking for an inquisitive, motivated and pragmatic lawyer who enjoys combining technical work with clear, practical advice to clients.You will be able to demonstrate your experience of advising on inheritance tax and succession planning matters as well as advising on the creation or amendment of trusts and drafting the associated trust documentation.You will also have experience of complex or high-value estate administration and of drafting Wills incorporating trusts.You will be comfortable taking responsibility for suitable matters and pursuing the legal and practical issues with initiative and sound judgement. You will enjoy working closely with partners, lawyers, paralegals and support colleagues as part of a joined-up team.STEP qualification, or progress towards it, would be welcomed but is not essential. More important is a genuine interest in continuing to develop your expertise in tax, trusts and succession work.What you’ll haveThe role is likely to suit someone with approximately three to four years’ PQE or equivalent experience. However, we are more interested in the quality and relevance of your experience, the nature of your existing caseload and your ability to advise with an appropriate degree of independence than in a fixed level of PQE.You will have excellent written and verbal communication skills, sound judgement and a strong commitment to client service. You will be able to work calmly under pressure, collaborate effectively and demonstrate a commercial approach to your work, including a track record of meeting or contributing towards financial targets.What we haveWe believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff, and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.Our values; high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits on our website.