Succession & Tax Solicitor / Associate - Bath/Bristol - 3+ PQE

Chadwick Nott; Bath; On-site; GBP 55,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Life insurance

Health cash plan

Flexible benefits

Supportive working environment

Regular social events

Modern office environment

Job summary

A leading legal firm in Bath is looking for a Succession & Tax Solicitor / Associate with over 3 years PQE. The role involves providing tax and estate planning advice to high-net-worth clients and managing complex probate matters. Candidates must be qualified Solicitors or CILEX with relevant experience. The position offers a supportive environment with hybrid working options and competitive salaries ranging from £55,000 to £80,000 based on experience.

Qualifications

• Experience advising HNW and UHNW clients.
• Strong background in complex probate and estate administration.
• Experience with trusts, LPAs, and Court of Protection matters.

Responsibilities

• Providing tax and estate planning advice to clients.
• Managing complex probate and estate administration matters.
• Advising on the creation and winding up of trusts.

Skills

Client care skills

Strong communication skills

Commercial awareness

Proactive and organised approach

Education

Qualified Solicitor or CILEX

Job description

Overview

Succession & Tax Solicitor / Associate - Bath or Bristol - 3+ Years PQE
Location: Bath (hybrid working available). Type of Role: Permanent, Full-time. PQE: 3+ Years. Salary: £55,000 - £80,000 (depending on experience).

The Role

A fantastic opportunity has arisen for an experienced Solicitor or Associate to join a highly regarded Succession & Tax team. This full service practice is known for its client centric approach, high quality work and strong reputation across multiple practice areas. You will be joining a welcoming, inclusive and supportive environment with the flexibility of hybrid working.

• Providing tax and estate planning advice to a broad range of clients, including HNW and UHNW individuals
• Advising farmers, landowners and business owners on succession planning
• Managing complex probate and estate administration matters
• Advising on the creation, restructuring and winding up of trusts
• Handling Enduring and Lasting Powers of Attorney
• Advising on Court of Protection matters
• Working closely with Partners and colleagues across multiple offices

This role can be based in Bath, with opportunities to collaborate with Partners and fee earners across the wider network.

Candidate Requirements

Essential

• Qualified Solicitor or CILEX with relevant experience in succession, tax and estate planning
• Experience advising HNW and UHNW clients
• Strong background in complex probate and estate administration
• Experience with trusts, LPAs and Court of Protection matters
• Excellent client care skills and the ability to build strong relationships
• Ability to work collaboratively across teams in a holistic, client focused manner
• Strong communication skills and the ability to supervise junior staff
• Commercial awareness and a proactive, organised approach

Benefits

• Hybrid working
• Private medical insurance
• Life insurance
• Health cash plan
• Flexible benefits tailored to personal and family needs
• Supportive, inclusive working environment
• Regular social and networking events
• Modern office environment with a relaxed, trusting culture

How to Apply

To apply or discuss this opportunity confidentially, please contact:

📧 [e-mail]

📞 0117 917 1515 / 07711 799761

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.