Tax & Succession Associate or Senior Associate

Lusona Consultancy (Group) Limited; City of Edinburgh; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Lusona Consultancy (Group) Limited in Edinburgh seeks a Tax & Succession Associate or Senior Associate (6+ PQE) to join the private client team. You will advise on estate planning, trusts, asset protection, and tax matters for high-net-worth individuals and families.

The role involves collaborating with specialists across related disciplines and delivering commercially focused advice with discretion in a hybrid working environment. Opportunities for progression exist.

Qualifications

• 6+ years' post-qualification experience in private client, tax and succession.
• Scottish qualification preferred; England & Wales will be considered.
• Strong knowledge of tax and succession planning for high-net-worth clients.

Responsibilities

• Advising individuals and families on estate and succession planning.
• Providing guidance on trusts, asset protection structures, and wealth preservation.
• Managing estate administration matters and related documentation.
• Building and maintaining trusted client relationships.
• Collaborating with colleagues across legal and professional disciplines.
• Delivering practical, commercially-focused advice with discretion.

Skills

Estate planning

Trusts

Wealth management

Client relationships

Tax advisory

Education

Scottish qualification preferred

England & Wales qualification considered

Job description

Tax & Succession Associate or Senior Associate (6+ PQE)

Location: Edinburgh (Hybrid Working)
Type: Full-time

The Opportunity

Our client is a highly regarded professional services firm with an outstanding reputation for advising high-net-worth individuals, entrepreneurial families, landed estates, rural businesses, trustees, and charitable organisations on complex legal and tax matters.

An exciting opportunity has arisen for an experienced Tax & Succession Lawyer to join a specialist private client team based in Edinburgh. This role offers exposure to high-quality, often complex work involving succession planning, trusts, estate administration, asset protection, and tax planning for affluent individuals and families.

Working as part of a collaborative multidisciplinary team, you will advise clients on a broad range of personal and family wealth matters while liaising with specialists across property, corporate, employment, family law, charities, and dispute resolution to deliver integrated advice.

Key Responsibilities

• Advising individuals and families on estate and succession planning matters.
• Providing guidance on trusts, asset protection structures, and wealth preservation strategies.
• Managing estate administration matters and related legal documentation.
• Building and maintaining strong, trusted client relationships.
• Working collaboratively with colleagues across a range of legal and professional disciplines.
• Delivering practical, commercially focused advice with discretion and empathy.

About You

Applications are welcomed from candidates who have:

• A minimum of 6years' post-qualification experience in private client, tax and succession
• Scottish qualification preferred, although candidates qualified in England & Wales will also be considered.
• Relevant experience within the tax advisory sector may be considered, even where candidates do not hold legal qualifications.
• Strong technical and practical knowledge of tax and succession planning matters for high net-worth clients
• Excellent communication and relationship-building skills.
• A proactive, diligent, and commercially aware approach.
• The ability to manage a varied caseload with an appropriate level of autonomy and sound judgement.

Professional Development

The successful candidate will ideally be a full STEP member or working towards STEP qualification. Support and funding for relevant professional studies will be provided where appropriate.

What's on Offer

• High-quality and intellectually stimulating client work.
• Exposure to complex private client and succession planning matters.
• A supportive, collaborative, and collegiate culture.
• Excellent training and development opportunities.
• Hybrid working arrangements.
• Clear opportunities for long-term career progression within a respected and established team.