Tax & Trusts Legal Advisor

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

Benefits offered by this job

Hybrid working

Career development

Private wealth exposure

Job summary

Chadwick Nott is seeking a Tax & Trusts Legal Advisor to join its Private Wealth team in Southampton. The role is full‑time, with hybrid working and a focus on advising high‑net‑worth clients on complex trusts and tax matters.

You will handle discretionary and IHT/CGT related work, draft trust deeds and TRS filings, and contribute to client events while developing your professional qualifications in a supportive, inclusive culture.

Qualifications

• Qualified solicitor or equivalent with demonstrable trusts and tax experience.
• STEP, ATT or comparable qualification desirable.

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.

Skills

Trusts and tax experience

Strong communication

Case management

Education

Qualified solicitor or equivalent

STEP/ATT desirable

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

*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.*