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

Ruth Wagstaff Recruitment Ltd; Bath; Hybrid; GBP 55,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Life insurance

Health cash plan

Flexible benefits tailored to personal

Supportive, inclusive working environm

Regular social and networking events

Modern office with relaxed culture

Job summary

Chadwick Nott is seeking a Succession & Tax Solicitor/Associate for Bath or Bristol. Hybrid working is available. PQE of 3+ years and a salary of £55,000–£80,000 depend on experience. You will manage high value matters, advise on trusts, LPAs and Court of Protection, and support business development across the Bath and Bristol region.

You will join a busy team handling cross-office collaboration with a client-first approach in a flexible, inclusive environment.

Qualifications

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

Responsibilities

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

Skills

Succession planning

Estate planning

High net worth clients

Probate & estate administration

Trusts and LPAs

Court of Protection matters

Client relationships

Team collaboration

Commercial awareness

Education

Qualified Solicitor or CILEX

Job description

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)

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.

The Role

You will join a busy and dedicated team, managing an existing client base while also supporting business development activity across the Bath and Bristol region. This is a varied and rewarding role with exposure to high value and complex matters, including:

• 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

*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, disability, 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.*

Job Tenure: Permanent and Full-Time
Salary: £55000 – £80000 per annum
Location: Bath, Somerset