Trusts Solicitor – Devon

Overview

In this role you will advise on creating and managing trusts for high net worth clients, guiding on administration, restructuring, and taxation. You will handle a varied caseload and collaborate with private client, property, and corporate teams to deliver specialist trust services. Your work supports wealth planning and regulatory compliance while helping grow a respected private client practice. This is an opportunity to shape outcomes for trustees and beneficiaries in a collaborative firm.

Responsibilities

• Advise on creation, administration and restructuring of trusts
• Provide guidance on trust taxation
• Manage a diverse caseload with regulatory and legal compliance
• Prepare trust accounts, tax returns and related documentation
• Collaborate with private client, property and corporate teams
• Manage own caseload with private client background and trust administration experience

Key requirements

• Private client background and trust administration experience
• Ability to manage own caseload
• unknown (other qualifications not stated)

• Collaborative mindset
• Strong client communication
• Attention to detail
• Trust administration
• Trust taxation
• Preparation of trust accounts and tax returns

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