Tax & Trusts Legal Advisor

Chadwick Nott; Eastleigh; Hybrid; GBP 53,000 - 70,000; Full time

Job summary

A leading law firm seeks a Tax & Trusts Legal Advisor to join its Private Wealth team in Southampton. This role offers hybrid working, direct engagement with high-net-worth clients, and opportunities for career development. Candidates should have a solid background in trusts and tax, alongside excellent organizational and communication skills.

Benefits

Generous benefits

Career development

Collaborative environment

Responsibilities

• Administer discretionary and interest-in-possession trusts.
• Advise trustees on fiduciary and statutory duties.
• Draft trust deeds, minutes, and complete TRS filings.
• Prepare tax returns for trust income and CGT.
• Mentor junior team members.

Skills

Trusts and tax experience

Strong technical ability

Client communication

Commercial mindset

Education

Qualified solicitor or equivalent

STEP, ATT or comparable qualification

Job description

Job title: Tax & Trusts Legal Advisor
Location: Southampton
Salary: £53,000-£70,000 DOE
PQE Level: 2+ PQE
Contract Type: Permanent
Working Hours: Full-time

A top regional firm is seeking a Tax & Trusts Lawyer to join its accredited Private Wealth team in Southampton. This full‑time role offers hybrid working, exposure to high‑net‑worth clients and clear progression within a supportive, human‑first culture.

Key responsibilities

• Administer discretionary and interest‑in‑possession trusts; conduct annual trust reviews and maintain trust accounts.
• Advise trustees on fiduciary and statutory duties; support and attend trustee meetings.
• Draft trust deeds, minutes, resolutions and complete TRS filings.
• Prepare tax returns relating to trust income, CGT and IHT.
• Mentor junior team members and support business development and client events.

Candidate profile

• Qualified solicitor or equivalent with demonstrable trusts and tax experience.
• STEP, ATT or comparable qualification desirable.
• Strong technical ability, excellent organisation, and clear client communication.
• Proactive, commercial mindset; comfortable with case management systems and hybrid working.

Why this role

• Work with an award‑listed Private Wealth team advising HNW individuals on complex succession and tax matters.
• Generous benefits, career development and a collaborative environment.

For more information on this role or other opportunities within Hampshire or the South East in general please do get in touch with Liam Andrews at Chadwick Nott.
e [e-mail]
m 07921 895 776
t 0117 917 1864
l www.linkedin.com/in/liamandrews-legalrecruitment

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 any 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.