Trusts Solicitor/Executive

Clarke Willmott; Taunton; On-site; GBP 45,000 - 65,000; Full time

Job summary

Clarke Willmott is seeking an experienced Solicitor/Legal Executive/Trust Advisor to manage a diverse portfolio of UK trust matters and provide strategic tax guidance to high net worth clients. The role involves drafting documentation and coordinating with tax advisers to deliver integrated advice.

You will be expected to handle your own caseload in a fast-paced environment, maintaining high standards of organisation and client service while complying with firm policies.

Qualifications

• Experience of managing a varied caseload of trust matters including administration, compliance and tax reporting.
• Background in private client work with demonstrable experience of complex trust matters.
• Trust experience and knowledge is essential; you will have experience managing your own caseload in a busy environment.

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 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.

Skills

Trust administration

Private client work

Tax reporting

Education

2-4 years PQE

Job description

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.

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 you

• 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.
• We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.
• In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.

A career at Clarke Willmott will feel different to other law firms. Our mission is to help you realise your full potential whilst maintaining a positive work-life balance.