Your newpany
My client, a leading law firm with offices across the UK, has a new opportunity in their Southampton office due to retirement. They boast a portfolio which has high quality work andplex cases with an open and collaborative working environment. The firm is often mentioned in the top legal firms within the UK. They are seeking a tax advisor to support the Private Wealth team by assisting with all matters associated with the administration of trusts.
Your new role
You will:
1. Day-to-day administration of trusts, including but not limited to discretionary trusts and trusts in which a beneficiary or beneficiaries have an interest-in-possession.
2. Advise trustees on their fiduciary and statutory duties, supporting them with decision-making, and assisting in the implementation of those decisions. Meetings with trustees are to be conducted in person as required.
3. Draft all types of trust deeds, minutes of trustees’ meetings, and resolutions.
4. Conduct annual trust reviews.
5. Prepare and maintain trust accounts.
6. plete Trust Registration Service (TRS) filings.
7. Prepare tax returns in respect of ie, capital gains, and inheritance tax.
What you'll need to succeed
You may be qualified or part-qualified, with at least 3 years experience with trusts, with the ability topletepliance and advise clients on UK trust matters.
What you'll get in return
Salary is dependent on experience up to £55,000 plus a host of benefits.