Overview
In this Trusts Solicitor role in Devon, you will handle a varied portfolio of trust matters for high net worth clients, advising on creation, administration and taxation. You will work closely with a private client team to deliver commercially sound guidance and support the growth of the department. This position offers opportunities to influence complex trust structures and long‑term wealth planning while collaborating with colleagues across private client, property and corporate teams. You will be challenged to manage your own caseload and maintain regulatory compliance in a dynamic private client practice.
Responsibilities
- Advise on creation, administration and restructuring of trusts
- Provide clear, commercially aware guidance on trust taxation
- Manage a diverse caseload with regulatory compliance
- Prepare trust accounts, tax returns and related documentation
- Collaborate with private client, property and corporate teams
Key requirements
- private client background and trust administration experience; able to manage own caseload
- collaborative
- commercially aware
- client-focused
- trust administration
- trust taxation
- preparing trust accounts and tax returns
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