Sr Associate / Legal Director – Succession & Tax – Swindon – 6+

Overview

In this role you will lead and supervise a dedicated Succession & Tax team within a respected law firm, handling a varied private client caseload. You will provide tax and estate planning advice to high net worth clients, manage complex probate matters, and oversee trusts in creation, restructuring, and winding up. You’ll drive business development across the Thames Valley and Hampshire and contribute to the firm’s growth towards partnership. The position combines senior legal responsibility with leadership, client relationship building, and strategic firm initiatives. This is an opportunity to shape private client services for high-profile clients while advancing to partnership.

Pay / Benefits

• Hybrid working
• Private Medical Insurance
• Life Insurance
• Health cash plan
• Tailored benefits
• Professional development support

Responsibilities

• Provide tax and estate planning advice to high net worth clients
• Advise on succession planning for farmers and business owners
• Manage complex probate and estate administration matters
• Advise on creation, restructuring and winding up of trusts
• Provide Enduring and Lasting Powers of Attorney and Court of Protection support
• Support and supervise junior staff
• Drive business development and contribute to the firm’s growth strategy

Key requirements

• Qualified Solicitor or CILEX with higher rights and private client experience
• Tax and estate planning expertise across diverse clients
• Experience managing complex probate and estate administration
• Knowledge of trust creation, restructuring and winding up
• Experience with Enduring and Lasting Powers of Attorney and Court of Protection
• Succession planning experience with farmers and business owners (highly desirable)
• Leadership ability to supervise and mentor junior staff
• Strong business development and client relationship skills
• Exemplary client service
• STEP membership or progress toward it

• leadership
• relationship-building
• client service
• tax and estate planning
• probate and estate administration
• trust creation, restructuring and winding up

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