Succession & Tax Solicitor / Associate – Bath/Bristol – 3+ PQE

Overview

In this role you will join a busy Succession & Tax team within a full-service, client-centric practice known for high-quality work. You will manage an existing client base while supporting cross-office business development across Bath and Bristol, handling high-value, complex matters. The position offers hybrid working and collaboration with partners and colleagues to deliver comprehensive estate and tax guidance. This is an opportunity to shape succession planning and trusts work for HNW/UHNW clients in a supportive, inclusive environment.

Pay / Benefits

• Hybrid working
• Private medical insurance
• Life insurance
• Health cash plan
• Flexible benefits tailored to personal and family needs
• Social and networking events

Responsibilities

• Provide tax and estate planning advice for a broad client base, including HNW/UHNW individuals
• Advise farmers, landowners and business owners on succession planning
• Manage complex probate and estate administration matters
• Advise on creation, restructuring, and winding up of trusts
• Handle Enduring and Lasting Powers of Attorney
• Advise on Court of Protection matters
• Collaborate with Partners and colleagues across multiple offices
• Support business development activities across the Bath and Bristol region

Key requirements

• Qualified Solicitor or CILEX with experience in succession, tax and estate planning
• Experience advising HNW and UHNW clients
• Strong background in complex probate and estate administration
• Experience with trusts, LPAs and Court of Protection matters
• Excellent client care skills and ability to build strong relationships
• Ability to work collaboratively across teams in a client-focused manner
• Strong communication skills and ability to supervise junior staff
• Commercial awareness and a proactive, organised approach

• client care
• collaboration across teams
• strong communication
• succession planning
• estate planning
• probate administration

…