Trusts Solicitor / Legal Executive – Taunton

Overview

In this role you will manage a varied caseload in private capital, trusts and tax matters for high-net-worth clients within a national, top-tier law firm. You will work closely with cross-functional private client teams to deliver sophisticated advice with a client-centric approach. You will shape trust structures, taxation strategy and lifetime planning, contributing to the firm’s reputation for high-quality, complex work. This position offers career development in a collaborative, flexible culture within a trusted Legal 500 Tier 1 team.

Pay / Benefits

• Flexible working approach
• strong focus on career development and progression
• supportive culture
• high-quality, complex work
• national firm with excellent reputation

Responsibilities

• Manage own caseload of trust administration, compliance and tax work
• Advise on creation, structuring and ongoing management of UK trusts
• Draft trust deeds, letters of wishes and related documentation
• Provide guidance on trust taxation (income tax, CGT, IHT)
• Prepare or oversee trust accounts and annual tax returns
• Collaborate with tax specialists, accountants and STEP-qualified professionals
• Support wider private client teams with lifetime planning and wealth protection guidance

Key requirements

• Qualification as a Solicitor, Legal Executive or Trust Specialist (or equivalent experience)
• Around 2–4 years’ PQE (flexibility considered)
• Strong experience in trusts and private client work
• Knowledge of trust administration and tax compliance
• Experience managing your own caseload in a busy environment
• Excellent organisation with strong attention to detail
• Proactive, can-do attitude and collaborative mindset
• Confidence dealing with high-net-worth clients and multiple stakeholders

• attention to detail
• collaborative mindset
• proactive attitude
• trust administration
• private client tax compliance
• trust taxation (income tax, CGT, IHT)

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