Overview
Private Capital (Trusts) Solicitor / Associate – Taunton
Top 100 National Firm
A top 100 national firm is looking to strengthen its Private Capital team with a Solicitor/Associate focused on trusts and personal tax. This is a great opportunity to build deep expertise within a highly regarded and Tier 1 ranked team.
The Role
You’ll work closely with experienced colleagues including in-house tax specialists on a broad mix of trust administration, personal tax and wealth-protection matters. The work is varied, technical and client-facing. Office presence is typically around two days a week.
You can expect to:
- Manage your own caseload of trust matters from administration through to compliance and tax reporting
- Advising on the creation, structure and ongoing management of UK trusts
- Drafting trust documentation (deeds, letters of wishes, ancillary docs)
- Providing practical advice on trust tax issues (income tax, CGT, IHT)
- Preparing or overseeing annual trust accounts and tax returns
- Working with the wider lifetime planning team on trusts arising from wills, gifts and deputyships
- Liaising with trustees, high-net-worth clients, accountants and Chartered Tax Advisers
About You
- Solicitor, Legal Executive or Trust Adviser with ideally 2- 6 PQE (or equivalent experience). Applications from NQs with specific experience in trusts will also be considered.
- Comfortable managing your own files without supervision and juggling deadlines
- Highly organised, proactive and client-focused, with strong attention to detail
- Exceptional communication skills
Why Join?
- This respected national firm is recognised for its genuinely supportive culture, excellent training programmes, and a flexible working model that’s more than just lip service. You’ll be trusted to take ownership of your development, backed by a team that invests in your growth and wellbeing. Expect exposure to high-quality work, a collaborative environment, and an attractive salary and benefits package.
For more information about this role please contact Hannah Somers at Chadwick Nott.
(t) 0117 917 1929
(m) 07435 943574
(e) hannahsomers@chadwicknott.co.uk
*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*
Job Tenure: Permanent and Full-Time
Salary: £52000 – £65000 per annum
Location: Taunton, Somerset
