Job Description
Private Capital (Trusts) Solicitor / Associate
Taunton
Top 100 National Firm
A top 100 national firm is looking to strengthen its Private Capital team with a Solicitor/Associate focused on trusts and personal tax. This is a great opportunity to build deep expertise within a highly regarded and Tier 1 ranked team.
The Role
You’ll work closely with experienced colleagues including in-house tax specialists on a broad mix of trust administration, personal tax and wealth-protection matters. The work is varied, technical and client-facing. Office presence is typically around two days a week.
You can expect to:
* Manage your own caseload of trust matters from administration through to compliance and tax reporting
* Advising on the creation, structure and ongoing management of UK trusts
* Drafting trust documentation (deeds, letters of wishes, ancillary docs)
* Providing practical advice on trust tax issues (income tax, CGT, IHT)
* Preparing or overseeing annual trust accounts and tax returns
* Working with the wider lifetime planning team on trusts arising from wills, gifts and deputyships
* Liaising with trustees, high-net-worth clients, accountants and Chartered Tax Advisers
About You
1. Solicitor, Legal Execut...