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STEP-Qualified Private Client Lawyer – Head of Wills & Trusts Planning, Luton, Bedfordshire
Client:
BLUEBOND GROUP LIMITED
Location:
Luton, Bedfordshire, 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 proficiency 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 in-house and are seeking an experienced TEP Practitioner and private client solicitor to lead this initiative.
The Opportunity
This senior role offers the potential to shape and expand a new legal function within our firm. The successful candidate will collaborate 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 field and handle numerous cases monthly.
Previously, we used external providers for drafting wills and trusts. As we grow, we want to bring this function in-house to follow and enhance our existing structures and client advice.
The will planning involves setting up wills and associated pilot trusts.
Key Responsibilities
* Lead the development of our in-house wills and trusts legal services
* 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
* Ability to handle complex HNW/UHNW cases
* Strong understanding of IHT, CGT, and trust taxation
* Commercially minded, collaborative, and self-sufficient
* Experience in financial services environment
Why Join Us?
* Strategic leadership role in a growing firm
* Work with experienced tax, accountancy, and financial planning professionals
* Flexible remote/hybrid working
* Competitive pay and incentives
* Shape the future of estate planning at the firm
Interested?
Apply via LinkedIn or send your CV and cover letter to [emailprotected]. All inquiries will be kept confidential.
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