About the role
Your new firm Our client is a highly respected regional law firm with a strong reputation for advising high-net-worth individuals, families, trustees and business owners on complex private wealth matters. Recognised in leading legal directories, the firm is known for its collaborative culture, high-quality work and commitment to developing its people. The Private Wealth team advises on a broad range of trusts, tax and estate planning matters and acts for clients with substantial and often multi-generational wealth.
Your new role This is an exciting opportunity for an experienced Trusts & Tax professional to join a well-established Private Wealth team in a senior capacity. Working closely with partners, solicitors, trustees, financial advisers and other professional contacts, you will play a key role in the management and administration of complex trust structures while providing specialist tax support and guidance across a varied client base.Your responsibilities will include overseeing the administration of discretionary, interest in possession, lifetime and will trusts, preparing and reviewing trust accounts, managing TRS registrations and compliance requirements, and handling income tax, capital gains tax and inheritance tax reporting obligations. You will also advise on trust structuring, wealth preservation and succession planning matters, support annual trust reviews and assist trustees in fulfill...
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