Tax & Trusts Legal Advisor

Overview

In this role you join a respected Private Wealth team in Southampton to advise high-net-worth clients on trusts and tax matters. You will work within a collaborative, human-first culture and benefit from clear progression and hybrid working. You’ll support sophisticated fiduciary work, develop client relationships, and contribute to business development. This position offers the chance to shape succession planning and trust administration within a growing regional firm.

Pay / Benefits

• generous benefits
• career development
• hybrid working
• collaborative environment

Responsibilities

• Administer discretionary and interest‑in‑possession trusts; conduct annual trust reviews and maintain trust accounts
• Advise trustees on fiduciary and statutory duties; support and attend trustee meetings
• Draft trust deeds, minutes, resolutions and complete TRS filings
• Prepare tax returns relating to trust income, CGT and IHT
• Mentor junior team members and support business development and client events

Key requirements

• Qualified solicitor or equivalent with demonstrable trusts and tax experience
• STEP, ATT or comparable qualification desirable
• Strong technical ability, excellent organisation, and clear client communication
• Proactive, commercial mindset; comfortable with case management systems and hybrid working

• clear client communication
• proactive
• team mentoring / collaboration
• trusts experience
• tax experience related to trusts
• fiduciary duties knowledge

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