Trusts Lawyer
Trusts Lawyer
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Job Description
Trusts Lawyer
Location: Stamford Lincolnshire
Salary: Competitive depending on experience
Overview
A well-established and highly regarded law firm is seeking an experienced Trusts Lawyer to join its busy team in Stamford. This is a fantastic opportunity for a specialist in trust work or for an experienced private client lawyer with a strong background in trusts who is looking to focus their career in this area. The firm has one of the largest private client teams in the region providing high-quality advice and support to a diverse range of clients.
The Role
You will work closely with senior members of the team providing expert advice and handling a wide range of trust-related matters. The position offers the chance to manage complex and rewarding work while collaborating with colleagues and other professional advisers.
Key Responsibilities
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Advise clients and colleagues on the creation administration and termination of new and existing trusts
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Handle general trust administration including:
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Drafting deeds and related documentation
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Preparing trust tax returns and accounts
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Using HMRCs Trust Registration Service
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Provide advice on Inheritance Tax and Capital Gains Tax planning
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Advise on Agricultural Property Relief and Business Property Relief
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Prepare Declarations of Trust
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Collaborate with other departments and external advisers on trust-related matters
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Assist with will drafting particularly those involving trusts for complex family arrangements
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Support the administration of both taxable and non-taxable estates
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Contribute to business development and marketing activities to promote the department
Person Specification
Essential
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Solicitor or Legal Executive
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Significant experience in tax and trust matters
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Strong interest in trusts and private client work
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Excellent verbal and written communication skills
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Strong attention to detail and organisational skills
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Commercial awareness and the ability to explain complex issues to non-specialists
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Ability to work effectively under pressure and meet deadlines
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Knowledge of the conveyancing process Money Laundering Regulations and Solicitors Accounts Rules
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IT literate with experience of case management systems
Desirable
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STEP Diploma (or willingness to study towards it)
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Experience using SOS Connect
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Marketing and business development skills
Benefits
- Generous holiday entitlement
- Staff discounts on legal and wealth management services
- Income protection
- Life assurance (3x salary)
- Salary exchange pension scheme
- Employee Assistance Programme
Employment Type
Full Time
