Private Capital (Trusts) Solicitor / Associate – Taunton

Overview

In this role you will manage trust-focused work within a respected national firm, handling trustees and high-net-worth client matters. You will work closely with in-house tax specialists on trust administration, personal tax and wealth-protection issues, delivering practical, technically strong advice. The position offers a balanced mix of hands-on caseload management and collaboration across the lifetime planning team. This is a client-facing role with the flexibility of a two-day office presence, focused on professional growth and high-quality service.

Pay / Benefits

• attractive salary and benefits package
• flexible working model
• excellent training programmes
• focus on development and wellbeing

Responsibilities

• Manage own caseload of trust matters from administration through to compliance and tax reporting
• Advise on creation, structure and ongoing management of UK trusts
• Draft trust documentation (deeds, letters of wishes, ancillary docs)
• Provide practical advice on trust tax issues (income tax, CGT, IHT)
• Prepare or oversee annual trust accounts and tax returns
• Collaborate with the lifetime planning team on trusts arising from wills, gifts and deputyships
• Liaise with trustees, high-net-worth clients, accountants and Chartered Tax Advisers

Key requirements

• Solicitor, Legal Executive or Trust Adviser with 2–6 PQE (or equivalent experience)
• comfortable managing own files without supervision and meeting deadlines
• highly organised, proactive and client-focused with strong attention to detail
• exceptional communication skills

• client-focused
• highly organised
• proactive
• trust administration
• personal tax
• wealth-protection matters

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