Trusts Solicitor – Devon

Overview

In this role you will advise on the creation, administration and restructuring of trusts for high net worth clients, working within a growing private client team. You will provide specialist guidance on trust taxation and manage a diverse caseload to ensure compliant, efficient administration. You’ll collaborate across private client, property and corporate teams to support long-term wealth planning and trust outcomes. This is an opportunity to shape the department’s growth while handling meaningful trust matters in a respected Devon practice.

Responsibilities

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

Key requirements

• Private client background with trust administration experience
• Ability to manage own caseload

• Trust administration
• Trust taxation
• Private client advisory

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