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Trust advisor

Sheffield
Permanent
Lynx Employment Services
Will advisor
Posted: 27 July
Offer description

Location: Sheffield
Salary: Competitive, dependent on experience
Contract Type: Full-time, Permanent

About the Role

We are recruiting on behalf of our prestigious client an award-winning law firm with an exceptional reputation. Our clients team is recognised for delivering expert trust and tax advice to individuals, families, trustees, and business owners. As part of continued growth, our client is seeking an experienced Trust Advisor to join a distinguished legal team.

Role Overview

The successful candidate will play a key role in advising on trust structures, taxation, compliance, and long-term wealth planning. This role involves both technical legal work and client relationship management, requiring sound judgment, precision, and professionalism.

Key Responsibilities
1. Trust and Tax Advisory

* Provide expert advice on the formation, management, and winding up of trusts.

* Guide clients on inheritance tax (IHT), capital gains tax (CGT), and income tax consequences of trust arrangements.

* Support estate planning and wealth protection strategies.

2. Trust Drafting & Structuring

3. Draft trust deeds, letters of wishes, and related lega...

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