Trusts Lawyer

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