Private Client Solicitor - Trusts
We are seeking a dedicated and experienced Private Client solicitor with a specialism in trusts, to join this reputable, national firm in Bath. This is an exciting opportunity to work in a supportive and collaborative environment, serving a diverse range of private clients with their legal needs.
As the successful private client solicitor, you will be joining the office in Bath on a flexible basis.
We are looking for a private client solicitor with at least 5 years' PQE in private client and be able to demonstrate a specialism in trusts. You'll be able to manage your own caseload independently.
Your duties will include:
1. Reporting to trust beneficiaries
2. Conducting annual trust reviews
3. Drafting trust documentation
4. Inheritance Tax, Capital Gains Tax, and Income Tax returns
5. Administering day-to-day trust tasks, including investment data entry
6. Reviewing and updating FATCA/GIIN status for trusts
On offer is the chance to work for a fantastic large regional firm who pride themselves on their mature working environment. You will be joining at a busy time, so you will have the chance to get involved in extremely interesting work, mostly of a high value and complexity.
There is a highly competitive salary, good benefit package and collaborative working environment.
For more information, please contact Emma Lester at Chadwick Nott to discuss this and other private client roles in the South West.
(t) 0117 917 1529
(m) 07778047719
(e) emmalester@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, 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.*
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