Trust Advisor

JR United Kingdom; Sheffield; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading law firm in Sheffield is looking for an experienced Trust Advisor to provide expert tax and trust advisory services. The role involves technical legal work, client management, and advising on various aspects of trust law. Candidates are expected to hold or be progressing towards a STEP qualification and have significant experience in trust advisory roles.

Qualifications

• Minimum of 3 years experience in a trust or private client advisory role.
• Strong understanding of UK trust law and personal taxation.
• Experience with discretionary, life interest, and complex family trusts.

Responsibilities

• Advise on trust structures, taxation, compliance, and wealth planning.
• Draft trust deeds and related documentation.
• Prepare annual trust accounts and financial summaries.

Skills

Trust and Tax Advisory

Legal Drafting

Client Relationship Management

Compliance Management

Organisational Skills

Education

STEP qualification or progression

Job description

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Trust Advisor, sheffield, south yorkshire

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Client:

Lynx Employment Services Ltd

Location:

sheffield, south yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

09.07.2025

Expiry Date:

23.08.2025

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Job Description:

Location: Sheffield
Salary: Competitive, dependent on experience
Contract Type: Full-time, Permanent

Location: Sheffield
Salary: Competitive, dependent on experience
Contract Type: Full-time, Permanent

About the Role

We are recruiting on behalf of our prestigious client an award-winning law firm with an exceptional reputation. Our clients team is recognised for delivering expert trust and tax advice to individuals, families, trustees, and business owners. As part of continued growth, our client is seeking an experienced Trust Advisor to join a distinguished legal team.

Role Overview

The successful candidate will play a key role in advising on trust structures, taxation, compliance, and long-term wealth planning. This role involves both technical legal work and client relationship management, requiring sound judgment, precision, and professionalism.

Key Responsibilities

• Trust and Tax Advisory

  • Provide expert advice on the formation, management, and winding up of trusts.

  • Guide clients on inheritance tax (IHT), capital gains tax (CGT), and income tax consequences of trust arrangements.

  • Support estate planning and wealth protection strategies.

• Trust Drafting & Structuring

  • Draft trust deeds, letters of wishes, and related legal documentation.

  • Review existing trust arrangements to ensure tax efficiency and legal compliance.

• Trust Administration

  • Prepare and review annual trust accounts and financial summaries.

  • Coordinate distributions and maintain accurate trustee records.

  • Engage with accountants, financial advisors, and investment managers.

• HMRC Compliance & Reporting

  • Manage the HMRC Trust Registration Service (TRS) and ensure timely submissions.

  • Complete and file trust tax returns, liaising with HMRC where necessary.

  • Monitor legislative changes affecting trusts and update internal processes accordingly.

Qualifications & Experience

• STEP qualification or progression towards STEP is highly desirable.

• A minimum of 3 years experience in a trust or private client advisory role within legal, financial, or tax services.

• Strong understanding of UK trust law and personal taxation.

• Proven experience handling discretionary, life interest, and complex family trusts

Key Skills

• Strong drafting and communication skills.

• Ability to interpret complex legal and tax concepts clearly to clients.

• Exceptional organisational skills and attention to detail.

• Professional, discreet, and collaborative working style.

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