Private Client (Trusts) Solicitor
Suffolk | Permanent
Would you like to be a part of a highly regarded, specialist Trusts team offering hybrid working?
Trusts Solicitor – Suffolk with hybrid working
Client
A full-service regional law firm with a Legal 500 Tier 1 Private Client Team
Role
Work collaboratively with the Private Client lawyers and the Legal Trust Corporation directors
Administer a portfolio of trusts for longstanding clients including annual accounts and tax returns
Legal drafting of documents in relation to:
Preparation and submission of FATCA and CRS returns, where necessary
Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees
Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts
Undertaking the day-to-day administration of the trusts to include talking to beneficiaries and handling their requests for financial support.
You
Ideally 5+ PQE or more junior with solid experience as a Paralegal in this field
A basic understanding of Personal Tax Returns
Inheritance tax, capital gains tax and CGT 60-day knowledge
Experience of preparing trust accounts and tax returns.
Experience of dealing with professional intermediaries, trustees and beneficiaries
Clear understanding of the compliance requirements for trusts
Experience of liaising with HMRC as required, on behalf of trustees and beneficiaries
Strong relationship building experience in order to build and maintain relationships with trustees and beneficiaries
Willingness to attend business development activities on behalf of the team and the firm
Ideally you will be STEP qualified, but this is not essential
Benefits Include:
Life Assurance
Bonus scheme
Generous holiday policy
Hybrid working
Pension Scheme
Permanent Health Insurance
Health cash plan
Employee Benefits portal
For further information and a confidential discussion please contact Sue Peers at Errington Legal Recruitment.
We are an equal opportunities recruiter, committed to ensuring an inclusive and supportive recruitment process. We embrace and promote diversity as we understand the importance and value of this both for us and our clients.
Trusts Solicitor – Suffolk with hybrid working
Client
A full-service regional law firm with a Legal 500 Tier 1 Private Client Team
Role
Work collaboratively with the Private Client lawyers and the Legal Trust Corporation directors
Administer a portfolio of trusts for longstanding clients including annual accounts and tax returns
Legal drafting of documents in relation to:
- retirement and appointments of Trustees
- advances to beneficiaries
- winding up of trusts
Preparation and submission of FATCA and CRS returns, where necessary
Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees
Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts
Undertaking the day-to-day administration of the trusts to include talking to beneficiaries and handling their requests for financial support.
You
Ideally 5+ PQE or more junior with solid experience as a Paralegal in this field
A basic understanding of Personal Tax Returns
Inheritance tax, capital gains tax and CGT 60-day knowledge
Experience of preparing trust accounts and tax returns.
Experience of dealing with professional intermediaries, trustees and beneficiaries
Clear understanding of the compliance requirements for trusts
Experience of liaising with HMRC as required, on behalf of trustees and beneficiaries
Strong relationship building experience in order to build and maintain relationships with trustees and beneficiaries
Willingness to attend business development activities on behalf of the team and the firm
Ideally you will be STEP qualified, but this is not essential
Benefits Include:
Life Assurance
Bonus scheme
Generous holiday policy
Hybrid working
Pension Scheme
Permanent Health Insurance
Health cash plan
Employee Benefits portal
For further information and a confidential discussion please contact Sue Peers at Errington Legal Recruitment.
We are an equal opportunities recruiter, committed to ensuring an inclusive and supportive recruitment process. We embrace and promote diversity as we understand the importance and value of this both for us and our clients.