Tax and Trust Solicitor

My client is a top 200 law firm on the lookout for an experienced Trusts and Tax Solicitor/ Lawyer to join their team in London.

Key Responsibilities

• Advising clients on trust structures and associated tax implications
• Preparing documentation for trust creation, variation, and termination
• Overseeing the administration and tax compliance of trusts
• Preparing Inheritance Tax, Income Tax, and Capital Gains Tax returns for trusts
• Managing Trust Registration Service requirements
• Engaging with trustees and beneficiaries, arranging trustee meetings, and ensuring compliance

• Have 2-3 years PQE, or equivalent experience in Trusts and Tax if not qualified
• Be experienced in trust creation, administration, and taxation
• Have personal tax experience (preferred but not essential)
• Be knowledgeable in probate and estate administration
• Demonstrate expertise in private client work across diverse areas
• Work well independently and collaboratively
• Possess excellent communication and organisational skills with strong attention to detail
• Show capability to build a client base and generate work for other teams
• Contribute to team marketing efforts, including attending events, writing articles, and engaging on social media
• Have experience with, or be familiar with, Lexcel compliance requirements
• Display a commercial mindset and creative approach
• Be proficient in IT, preferably with case management systems; knowledge of tax or trust software is a plus

• Hybrid working
• Private Medical Insurance, Life Insurance, and Income Protection
• Annual discretionary staff bonus
• Discounted gym membership