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

Overview

In this role you will join Chadwick Nott’s Succession & Tax team to advise on tax, estate planning and trust matters for a diverse client base, including HNW/UHNW individuals. You will manage an existing client base and contribute to business development across Bath and Bristol, handling high-value, complex probate, trusts, and Power of Attorney work. The position offers hybrid working and a supportive, inclusive environment within a full-service practice. You will collaborate with partners across offices to deliver client-centric, high-quality legal services. This is a meaningful opportunity to shape succession and tax planning for clients and to grow within a reputable firm.

Pay / Benefits

• Hybrid working
• Private medical insurance
• Life insurance
• Health cash plan
• Flexible benefits tailored to personal and family needs
• Supportive, inclusive working environment

Responsibilities

• Providing tax and estate planning advice to a broad range of clients, including HNW and UHNW individuals
• Advising farmers, landowners and business owners on succession planning
• Managing complex probate and estate administration matters
• Advising on the creation, restructuring and winding up of trusts
• Handling Enduring and Lasting Powers of Attorney
• Advising on Court of Protection matters
• Working closely with Partners and colleagues across multiple offices

Key requirements

• Qualified Solicitor or CILEX with relevant 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 the ability to build strong relationships
• Ability to work collaboratively across teams in a holistic, client focused manner
• Strong communication skills and the ability to supervise junior staff
• Commercial awareness and a proactive, organised approach

• Excellent client care
• Team collaboration
• Strong communication
• Succession planning
• Estate administration
• Trusts

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