Private Client (Trusts) Solicitor
Not Specified | Permanent
Would you like to be a part of a highly regarded, specialist Trusts team offering hybrid working?
Trusts Solicitor – Various locations across the East of England 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
Benefits Include:
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 – Various locations across the East of England 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 4+ PQE
- 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
- 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.