Trusts Solicitor/Executive

Clarke Willmott; Taunton; On-site; GBP 40,000 - 70,000; Full time

Job summary

Clarke Willmott is seeking a Solicitor/Legal Executive or Associate to join the Private Capital's Tax and Trusts team, handling high net worth clients on complex trusts, tax and wealth protection matters.

You will join a well-established department with Tier 1 recognition, manage a varied caseload, and attend the office at least twice a week. The role offers a supportive culture with development opportunities and a clear progression path.

Qualifications

• 2-4 years PQE in private client work, with demonstrable experience of complex trust matters.
• Experience managing own caseload in a busy environment with competing priorities.
• Strong attention to detail and commitment to high-quality client service.

Responsibilities

• Manage a varied caseload of trust matters, including administration, compliance, and tax reporting.
• Advise on establishment, structuring, and ongoing administration of UK trusts.
• Draft trust deeds, letters of wishes, and related legal documentation.
• Provide guidance on trust taxation (income tax, capital gains tax, inheritance tax).
• Collaborate with in-house Chartered Tax Advisers, accountants, and STEP-qualified colleagues to deliver integrated advice.
• Prepare or oversee 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.

Skills

Private Client

Trusts

Client management

Job description

All 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 matters. You 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 matters. This 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 matters.

Your 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 documentation.
• Provide 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.

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 can offer you

A 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.