Tax & Trusts Legal Advisor

Job title: Tax & Trusts Legal Advisor
Location: Southampton
Salary: £53,000-£70,000 DOE
PQE Level: 2+ PQE
Contract Type: Permanent
Working Hours: Full-time

A top regional firm is seeking a Tax & Trusts Lawyer to join its accredited Private Wealth team in Southampton. This full‑time role offers hybrid working, exposure to high‑net‑worth clients and clear progression within a supportive, human‑first culture.

Key responsibilities

• Administer discretionary and interest‑in‑possession trusts; conduct annual trust reviews and maintain trust accounts.
• Advise trustees on fiduciary and statutory duties; support and attend trustee meetings.
• Draft trust deeds, minutes, resolutions and complete TRS filings.
• Prepare tax returns relating to trust income, CGT and IHT.
• Mentor junior team members and support business development and client events.

Candidate profile

• Qualified solicitor or equivalent with demonstrable trusts and tax experience.
• STEP, ATT or comparable qualification desirable.
• Strong technical ability, excellent organisation, and clear client communication.
• Proactive, commercial mindset; comfortable with case management systems and hybrid working.

Why this role

• Work with an award‑listed Private Wealth team advising HNW individuals on complex succession and tax matters.
• Generous benefits, career development and a collaborative environment

For more information on this role or other opportunities within Hampshire or the South East in general please do get in touch with Liam Andrews at Chadwick Nott.

(e) liamandrews@chadwicknott.co.uk
(m) 07921 895 776
(t) 0117 917 1864
(l) www.linkedin.com/in/liamandrews-legalrecruitment

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*