Trust Executive / Office Support
Bath
£30k p.a
Our client, one of the top law firms in the UK, has an exciting opportunity for a Trust Executive to join their team!
The role:
· Reporting to and liaising with Trustees and beneficiaries
· Carrying out annual Trust reviews in conjunction with Trustees
· Drafting some Trust documentation to record events during the lifetime of the Trust
· Preparation of Inheritance Tax, Income Tax and Capital Gains Tax returns
· Updating trust database with information to comply with Trust Registration Service requirements and ensure information held up to date
· Registering trusts with the Trust Registration Service and ensuring information held is up to date
· Ensuring Trust synopses held electronically are up to date
· Data entry of investment transactions received by contract note, statement, periodic valuations or via online portals
· Reconciliation of the data entry - with a view to the production of annual Trust Accounts and Tax Returns, ensuring information held as accurate and up to date as possible
· Liaising with Investment Managers/HMLR/other financial institutions regarding changes in trust circumstances/trustee appointments and retirements etc.
· Preparation for, and actioning, regular payments to/on behalf of trustees as instructed
· Settlement of tax liabilities arising
· Reviewing and circulating, as appropr...