Job Description
Our client is seeking a Senior Trusts, Tax & Estate Planning Solicitor to join their highly regarded Private Client team.- The firm offer flexible and hybrid working arrangements, genuine-opportunities for progression and career development plus more.
This is an outstanding opportunity for an experienced Trusts and Estates specialist to take on a senior role within a collaborative and forward-thinking firm, advising high-net-worth individuals, families, trustees, and business owners on complex estate planning and wealth preservation matters.
The successful candidate will play a key role in delivering sophisticated advice while building long-term client relationships and contributing to the continued growth of an established and respected Private Client practice.
About the Firm
Our client is committed to delivering exceptional legal services through a client-first approach, combining technical excellence with practical, commercially focused advice. The firm fosters a culture of inclusion, collaboration, and professional development, providing its lawyers with the autonomy, support, and resources needed to thrive.
Key Responsibilities of the Private Client Solicitor:
PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED.
In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003
This is an outstanding opportunity for an experienced Trusts and Estates specialist to take on a senior role within a collaborative and forward-thinking firm, advising high-net-worth individuals, families, trustees, and business owners on complex estate planning and wealth preservation matters.
The successful candidate will play a key role in delivering sophisticated advice while building long-term client relationships and contributing to the continued growth of an established and respected Private Client practice.
About the Firm
Our client is committed to delivering exceptional legal services through a client-first approach, combining technical excellence with practical, commercially focused advice. The firm fosters a culture of inclusion, collaboration, and professional development, providing its lawyers with the autonomy, support, and resources needed to thrive.
Key Responsibilities of the Private Client Solicitor:
- Advising high-net-worth individuals and families on estate and succession planning strategies
- Drafting and advising on trusts, including lifetime trust structures, declarations of trust, and deeds of variation
- Acting as a professional trustee and advising trustees on their duties and obligations
- Providing advice on inheritance tax (IHT), capital gains tax (CGT), and wider wealth preservation strategies
- Working collaboratively with accountants, tax advisers, and financial planners
- Managing complex trust administration and estate matters
- Building and maintaining strong relationships with clients, referrers, and professional contacts
- Ensuring compliance with all regulatory and professional obligations
- Contributing to business development initiatives and the continued growth of the department
- Ideally 10+ years'' PQE with significant experience in trusts, tax, and estate planning
- Strong technical expertise in trust structures, succession planning, and private wealth matters
- STEP qualification preferred
- Excellent drafting, analytical, and problem-solving skills
- Ability to provide practical, client-focused advice on complex matters
- Strong communication and interpersonal skills
- Proven experience managing high-net-worth client relationships
- Commercial awareness and a proactive approach to business development
- Ability to work collaboratively while independently managing complex matters
- Competitive salary commensurate with experience
- Flexible and hybrid working arrangements
- High-quality work for a diverse and sophisticated client base
- Genuine opportunities for progression and career development
- Collaborative and inclusive culture
- Ongoing mentoring, training, and professional development
- Strong emphasis on work-life balance
- Opportunity to make a significant impact within a growing team
PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED.
In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003
