HNW Trusts and Tax Solicitor

Overview

As a Tax & Trusts Associate Solicitor in Birmingham, you will advise HNW and UHNW clients on complex private wealth matters, including trusts, estate planning, and cross-border tax considerations. You will collaborate with senior partners to handle high-quality, sophisticated caseloads and support family offices and beneficiaries. The role focuses on creating strategic wealth structures, taxation planning, and succession for high-net-worth individuals. This is a chance to deepen technical expertise within a leading national law firm and progress alongside experienced private client specialists.

Responsibilities

• Advising on trust creation, administration, and restructuring
• Handling inheritance tax, estate planning, and capital gains/income tax considerations
• Managing lifetime gifting, succession planning, and family wealth structuring
• Working on complex estates, tax-driven structures, and cross-border issues
• Advising trustees, beneficiaries, and family offices
• Collaborating with partners and senior lawyers to manage a varied caseload

Key requirements

• Experience as a Tax, Trusts, or Private Client solicitor
• Strong knowledge of UK tax and trusts
• Experience advising HNW/UHNW individuals and families
• Excellent drafting, analytical, and client-management skills
• Commercial, solutions-focused mindset
• Ability to manage own caseload while collaborating with the team

• Strong client management
• Effective communication
• Commercial and solutions-focused thinking
• UK tax law
• Trusts and estate planning
• Cross-border tax considerations

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