About The Role
We are seeking a detail-focused and client-driven Trust Manager to join our Private Client Legal team. This is an excellent opportunity for an organised and proactive individual to get involved in managing a diverse portfolio of trusts, working closely with experienced fee-earners.
Key Responsibilities
* Trust set‑up and lifecycle administration
o Prepare and execute trust deeds and other documents and liaise with clients, beneficiaries, trustees, and third parties.
o Manage day‑to‑day administration of trusts, including distributions, capital, and income accounts, and record‑keeping.
* Compliance and governance
o Ensure trust activities comply with relevant legislation (including the Trustee Act, CGT, IHT and anti‑money‑laundering standards).
o Maintain accurate regulatory and internal compliance records; support KYC/AML checks for new and ongoing matters.
o Assist with regulatory filings (Automatic Exchange of Information, FATCA/CRS and the Trust Registration Service), annual accounts, and tax‑related reporting, including trust and estate tax returns and inheritance tax returns.
* Financial management
o Manage banking arrangements, liaise with investment managers, and forecast cash flow for trust funds.
o Liaise with accountants and tax advisers to prepare and file trust tax returns, annual accounts, and statutory documents.
* Client service
o Build and maintain strong working relationships with clients, beneficiaries, trustees, professional advisers, and internal teams.
o Provide timely, accurate, and clear communications on matters, including statutory deadlines, distributions, and administrative changes.
o Support client meetings, prepare agendas and meeting notes, and follow up on action items.
Qualifications and Experience
* A strong background in UK trust administration or related probate/estate management (2+ years preferred).
* Solid knowledge of UK trust law, taxation (IHT, CGT, income tax), and regulatory requirements.
* Experience with trust accounting, banking, investments, and financial reporting.
* Excellent organisational and project management skills with close attention to detail.
* Strong written and verbal communication, with the ability to explain complex matters clearly to clients.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
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