Solicitor - Trusts (Private Client)

Errington Legal; Cambridge; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Life Assurance

Generous holiday policy

Pension Scheme

Permanent Health Insurance

Health cash plan

Job summary

A prominent law firm in the UK is seeking a Senior Legal Search Specialist for a hybrid role focusing on trust administration. The ideal candidate will have over 4 years of PQE and experience in managing trust portfolios, drafting legal documents, and liaising with HMRC. The position allows flexibility with remote work and requires attendance at the West Suffolk office twice weekly. The role offers an inclusive environment, competitive benefits, and opportunities for career growth.

Qualifications

• Ideally 4+ years PQE in trusts law.
• Clear understanding of compliance requirements for trusts.
• Experience dealing with professional intermediaries.

Responsibilities

• Administer a portfolio of trusts for clients.
• Prepare annual declarations for Trust Registration Service.
• Draft legal documents related to trusts.

Skills

Understanding of Personal Tax Returns

Inheritance tax knowledge

Experience with trust accounts

Liaising with HMRC

Education

STEP qualification

Job description

Senior Legal Search Specialist (Associate - Partner Hires)

Trusts Solicitor – hybrid position but able to attend the West Suffolk office twice a week.

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 other stakeholders.
• Administer a portfolio of trusts for longstanding clients including annual accounts and tax returns.
• Legal drafting of documents.
• 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 4+ PQE.
• 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.
• Ideally you will be STEP qualified, but this is not essential.

Benefits Include

• Life Assurance.
• Generous holiday policy.
• 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.