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STEP-Qualified Private Client Lawyer – Head of Wills & Trusts Planning, Hemel Hempstead
Location: Hemel Hempstead, United Kingdom
Job Category: Other
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 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. The successful candidate will work closely with financial advisers and tax specialists to design 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 wills and trusts. Now, we aim to bring this function in-house, ensuring plans follow and improve existing structures and client advice.
The will planning involves setting up wills and 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 to advisers and clients
* Oversee compliance and risk management
* Build and manage a small, high-performing team
* Maintain high standards of client care and confidentiality
Requirements
* Minimum 5 years' experience in wills, trusts, and estate planning
* Proven ability to handle complex HNW/UHNW cases
* Strong knowledge of IHT, CGT, and trust taxation
* Collaborative and able to operate independently
* Experience in financial services environment
Why Join Us?
* Strategic leadership role in a growing firm
* Work alongside experienced professionals
* Flexible remote/hybrid work arrangements
* Competitive pay and incentives
* Shape the future of estate planning services
Interested?
Apply via LinkedIn or send your CV and cover letter to [emailprotected]. All inquiries will be kept confidential.
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