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Trusts Lawyer

RGH-Global Limited607 open roles

Where
Stamford, United Kingdom
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Your applicationOpen nowTrusts LawyerRGH-Global Limited · Stamford, United Kingdom
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  6. 58.1%60 days
This job: first seen 5 days ago

The posting

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

  • Advise clients and colleagues on the creation, administration, and termination of new and existing trusts
  • Handle general trust administration, including: Drafting deeds and related documentation Preparing trust tax returns and accounts Using HMRCs Trust Registration Service
  • Provide advice on Inheritance Tax and Capital Gains Tax planning
  • Advise on Agricultural Property Relief and Business Property Relief
  • Prepare Declarations of Trust
  • Collaborate with other departments and external advisers on trust-related matters
  • Assist with will drafting, particularly those involving trusts for complex family arrangements
  • Support the administration of both taxable and non-taxable estates
  • Contribute to business development and marketing activities to promote the department

Person Specification

Essential

  • Solicitor or Legal Executive
  • Significant experience in tax and trust matters
  • Strong interest in trusts and private client work
  • Excellent verbal and written communication skills
  • Strong attention to detail and organisational skills
  • Commercial awareness and the ability to explain complex issues to non-specialists
  • Ability to work effectively under pressure and meet deadlines
  • Knowledge of the conveyancing process, Money Laundering Regulations, and Solicitors Accounts Rules
  • IT literate with experience of case management systems

Desirable

  • STEP Diploma (or willingness to study towards it)
  • Experience using SOS Connect
  • 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



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