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STEP-Qualified Private Client Lawyer – Head of Wills & Trusts Planning, High Wycombe
Client: BLUEBOND GROUP LIMITED
Location: High Wycombe, United Kingdom
Job Category: Other
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EU work permit required: Yes
Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
Job Description:
Location: Remote Work from home
*We will accept applicants from South Africa, Malaysia, Cyprus, Philippines, or where your qualifications and English are excellent
Role Type: Full-time, Permanent
Experience Level: 5+ years PQE
Salary: Competitive, based on experience
About us
We are a multidisciplinary financial services firm specialising in estate planning, inheritance tax mitigation, and long-term wealth structuring for High Net Worth clients (HNW). We integrate legal, financial, and tax expertise to provide tailored solutions that protect wealth across generations.
As part of our growth strategy, we are bringing wills and trusts planning drafting and preparation in-house and seek an experienced TEP Practitioner and private client solicitor to lead this initiative.
The Opportunity
This senior role offers the potential to shape and scale a new legal function within our business. The successful candidate will collaborate with financial advisers and tax specialists to design and implement estate planning solutions for high-net-worth clients. We have over 20 years of experience in this area and handle numerous cases monthly.
Previously, we used external providers for drafting and finalising wills and trusts. As the company grows, we want to bring this function in-house, ensuring plans follow and improve our existing structures and client advice. This includes setting up wills and associated pilot trusts.
Key Responsibilities
* Lead the development of our in-house legal wills and trusts offering
* Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
* Provide technical guidance and support to financial advisers and clients
* Oversee compliance and risk management for legal outputs
* Build and manage a small, high-performing team as the service expands
* Maintain the highest standards of client care and confidentiality
Requirements
* Minimum 5 years' experience in wills, trusts, and estate planning
* Proven ability to handle complex HNW/UHNW client cases
* Strong understanding of IHT, CGT, and trust taxation issues
* Commercially minded, collaborative, and able to operate with minimal supervision
* Comfortable working within a financial services environment
Why Join Us?
* Strategic leadership role within an ambitious and growing firm
* Work alongside experienced professionals in tax, accountancy, and financial planning
* Flexible working arrangements (remote/hybrid)
* Competitive remuneration and performance-based incentives
* Opportunity to shape the future of estate planning services within the firm
Interested?
We’d love to hear from you. Apply via LinkedIn or send your CV and a brief cover letter to [emailprotected]. All enquiries will be treated with strict confidentiality.
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