Wills, Tax & Trusts Lawyer - Somerset

Wills, Tax & Trusts Lawyer - Somerset
Location: Somerset
Type of Role: Permanent, Full-time
Salary: £50,000 to £70,000 (dependent on experience)

A highly respected regional firm is seeking an experienced Wills, Tax & Trusts Lawyer to join its Private Client team. This is a rare opportunity to work on complex, high value matters across wills, tax planning, trusts and powers of attorney, delivering exceptional service to a long standing and loyal client base.

The Role
You'll provide expert legal advice across a wide range of private client matters, including:

• Drafting and advising on all aspects of wills
• Setting up and managing lifetime trusts, including annual trust tax returns
• Managing estate and trust administration
• Advising on inheritance tax planning, with strong working knowledge of all capital taxes
• Managing a portfolio of clients for whom the firm holds Lasting Powers of Attorney (property & financial affairs, and health & welfare)
• Staying up to date with developments in private client law, taxation and compliance
• Delivering high quality, empathetic client care and building strong relationships with clients and professional referrers
• Actively contributing to business development and attracting new clients

Candidate Requirements
This role is suited to a Private Client specialist with:

• Strong experience in wills, trusts, tax planning and estate administration
• A solid understanding of capital taxes and inheritance tax planning
• Excellent communication skills and a compassionate, client centred approach
• Confidence managing a varied caseload of complex and high value matters
• Strong organisational skills and meticulous attention to detail
• The ability to build rapport with clients, accountants, financial advisers and other professionals
• A proactive approach to networking and business development

Benefits

• Competitive salary
• Generous holiday entitlement
• Discretionary bonuses
• Private health cover
• Company pension contributions
• Life insurance
• Paid professional fees
• Supportive, friendly and collaborative team environment

How to Apply

For a confidential discussion about this opportunity, please contact:

Email: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761

The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs.

*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.*