Trusts Solicitor/Executive

Clarke Willmott; Bagstone; Hybrid; GBP 52,000 - 76,000; Full time

Benefits offered by this job

Flexible benefits

Wellbeing initiatives

Learning & development programme

Job summary

Clarke Willmott is recruiting for a Solicitor/Legal Executive/Associate to join its Private Capital's Tax and Trusts team. The role supports high net worth clients with complex trusts, tax and wealth planning, within a fast-paced environment.

You will handle a busy caseload, attend the office at least twice a week, and work closely with in-house advisers and colleagues to deliver integrated advice. The team is highly regarded and offers a supportive, flexible culture.

Qualifications

• 2-4 years PQE in private client/trusts work
• Experience of complex trust matters essential
• Excellent organisational skills and client service

Responsibilities

• Manage a varied caseload of trust matters, including administration, compliance and tax reporting
• Advise on the establishment, structuring and ongoing administration of UK trusts
• Draft trust deeds, letters of wishes and related guidance on trust taxation
• Collaborate with Chartered Tax Advisers, accountants and STEP-qualified colleagues
• Prepare or oversee annual trust accounts and tax returns
• Advise on trust-related issues arising from Wills and lifetime gifts; work with Lifetime Planning team

Job description

Careers Site Advertising End DateAdvertising End Date:Not SpecifiedInternal Advertising End DateInternal Advertising End Date:Not SpecifiedAll LocationsLocation:Bristol, TauntonAll Locations is a required fieldTeamTeam:Private Capital DepartmentVacancy TypeVacancy Type:PermanentAll DepartmentsRole: Qualified LawyerAll Departments is a required field

About the role:

We are seeking a Solicitor/Legal Executive/Associate to join our Private Capital's designated Tax and Trusts team in a fast-paced role supporting high net worth clients across a broad range of complex will be joining a well-established team, with our Personal Tax, Trusts and Probate team ranked Tier 1 in the Legal 500 for the South-West, and will work on a varied and sophisticated caseload involving trusts, tax and wider wealth protection role will require you to attend the office at least 2 times a week, however you may be required to come in more if needed. Day to day, you'll be successful in this role by:Our Tax and Trusts team advises on the administration of trusts and tax planning to protect family wealth. This is a fast-paced practice with an annual cycle of trust tax returns and accounts, alongside strategic advice to trustees, beneficiaries and other high net worth clients on a variety of complex day to day duties will include:Manage a varied caseload of trust matters,

including administration, compliance, and tax reporting.Advise on the establishment, structuring, and ongoing administration of UK trusts.Draft trust deeds, letters of wishes, and related legal practical guidance on trust taxation, including income tax, capital gains tax, and inheritance tax.Collaborate with in-house Chartered Tax Advisers, accountants, and STEP-qualified colleagues to deliver integrated advice.Prepare or oversee the preparation of annual trust accounts and tax returns.Support the Lifetime Planning team with trust and tax expertise.Advise on trust‑related issues arising from Wills and lifetime gifts arrangements.It is an integral part of this role that you comply with information security and all firm policies and procedures.The role is right for you if:You will be an experienced Solicitor, Legal Executive or Trust Advisor ideally with 2-4 years PQE, with a background in private client work and demonstrable experience of complex trust matters. Candidates deemed to be qualified by experience will be considered. Trust experience and knowledge is essential to this role.You will have experience of managing your own caseload and working in a busy environment with competing priorities. You will need to demonstrate from experience that you are exceptionally organised, proactive and adaptable, with a flexible 'can-do' attitude, and that you have the skills to work closely with various stakeholders and build strong relationships with high net worth clients.We expect you to be someone who takes pride in your work and in providing a first‑class support service to your clients, anticipating their needs in advance wherever possible, and paying meticulous attention to detail in all of your work.You'll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people - each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the

work you do and deliver the best results for your clients. It's our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.We work flexibly and you'll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.What we can offer youA career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.Our mission is to help you realise your full potential whilst maintaining a positive work‑life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.There's no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.