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

Overview

In this role you will join a leading succession and tax team within a full-service law practice. You will manage an existing client base while supporting business development across Bath and Bristol, handling high-value, complex matters. You will advise on tax, estate planning, trusts, and probate for HNW/UHNW clients and collaborate with partners across offices. The role offers hybrid working, a supportive culture, and opportunities to shape clients’ succession strategies. This is a meaningful chance to drive impactful estate and tax advice in a respected firm.

Pay / Benefits

• Hybrid working
• Private medical insurance
• Life insurance
• Health cash plan
• Flexible benefits
• Regular social and networking events

Responsibilities

• Provide tax and estate planning advice to HNW/UHNW clients
• Advise farmers, landowners and business owners on succession planning
• Manage complex probate and estate administration
• Advise on creation, restructuring and winding up of trusts
• Handle Enduring and Lasting Powers of Attorney (LPA)
• Advise on Court of Protection matters
• Collaborate with partners and colleagues across offices
• Support business development across Bath and Bristol region

Key requirements

• Qualified Solicitor or CILEX with relevant succession, tax and estate planning experience
• 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, organized approach

• Client care
• Collaboration
• Strong communication
• Succession planning
• Tax and estate planning
• Probate and estate administration

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