Trusts Solicitor/Executive

Overview

As a solicitor/legal executive/associate in Clarke Willmott’s Private Capital Department, you will support high net worth clients through complex trusts and tax matters. You join a Tier 1 South-West Personal Tax, Trusts and Probate team known for sophisticated wealth protection work. The role combines trust administration, tax reporting, and cross‑functional collaboration to deliver integrated advice. You will work in a fast-paced environment with a flexible, supportive culture and a clear commitment to professional growth.

Pay / Benefits

• flexible benefits
• flexible working
• wellbeing initiatives
• learning and development programme
• supportive environment
• work-life balance

Responsibilities

• Manage a varied caseload of trust matters, including administration, compliance, and tax reporting
• Advise on the establishment, structuring, and ongoing administration of UK trusts
• Draft trust deeds, letters of wishes, and related legal documentation
• Provide guidance on trust taxation (income tax, capital gains tax, inheritance tax)
• Collaborate with in-house Chartered Tax Advisers, accountants, and STEP-qualified colleagues
• Prepare or oversee annual trust accounts and tax returns
• Support the Lifetime Planning team with trust and tax expertise
• Advise on trust-related issues arising from Wills and lifetime gifts arrangements

Key requirements

• 2-4 years PQE
• background in private client work and complex trust matters
• trust experience essential
• ability to manage own caseload in a busy environment
• strong organisational, proactive and adaptable mindset
• ability to build relationships with high net worth clients and stakeholders

• organised
• proactive
• adaptable
• trust administration
• tax reporting and compliance
• drafting trust deeds and related documents

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