Social network you want to login/join with:
STEP-Qualified Private Client Lawyer – Head of Wills & Trusts Planning, Portsmouth, Hampshire
Location: Portsmouth, Hampshire, 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 drafting 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 develop and scale 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.
With over 20 years of experience in this field, we handle a significant number of cases monthly. We aim to bring the drafting of wills and trusts in-house to ensure consistency and quality in our client advice and structures.
The role involves setting up wills and associated pilot trusts.
Key Responsibilities
* Lead the development of our in-house wills and trusts 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
* Uphold high standards of client care and confidentiality
Requirements
* Minimum 5 years' experience in wills, trusts, and estate planning
* Ability to handle complex HNW/UHNW client cases
* Strong understanding of IHT, CGT, and trust taxation
* Commercially minded, collaborative, and self-driven
* Experience working within financial services
Why Join Us?
* Leadership role in a growing firm
* Work alongside experts in tax, accounting, and financial planning
* Flexible remote/hybrid working options
* Competitive pay and incentives
* Shape the future estate planning services of the firm
Interested?
We look forward to hearing from you. Apply via LinkedIn or send your CV and cover letter to [emailprotected]. All inquiries will be kept confidential.
#J-18808-Ljbffr