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

Overview

In this role you will join a well-regarded Succession & Tax team within a full‑service law practice. You’ll manage an existing client base while contributing to business development across Bath and Bristol, handling high‑value and complex matters. You will provide tax and estate planning guidance to HNW/UHNW clients, and supervise junior staff in a collaborative, cross‑office environment. The position offers hybrid working, a supportive culture, and opportunities to influence succession planning and trust structures in a regional network.

Pay / Benefits

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

Responsibilities

• Provide tax and estate planning advice to 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 Bath and Bristol region

Key requirements

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

• Client care
• Collaboration
• Communication
• Succession planning
• Estate planning
• Probate and estate administration

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