• Location: Somerset
  • Reference Number: LSW6855

Legal Southwest

An excellent opportunity has arisen for an experienced Wills, Tax & Trusts Lawyer to join a well-established and highly regarded firm. This role offers exposure to high-quality, complex work and the chance to build strong client relationships within a supportive and professional environment.

The Role:

You will provide expert legal advice across a broad range of private client matters, including:

  • Drafting and advising on Wills
  • Establishing and managing lifetime trusts, including oversight of annual tax returns
  • Handling estate and trust administration
  • Advising clients on inheritance tax and wider capital tax planning
  • Managing a portfolio of clients with Lasting Powers of Attorney (both property & financial affairs and health & welfare)
  • Maintaining up-to-date knowledge of relevant legal and tax developments to ensure best practice and compliance
  • Delivering a high standard of client care with a professional and empathetic approach

The Candidate:

  • An experienced private client lawyer with strong technical expertise
  • Solid working knowledge of inheritance tax and capital taxes
  • Able to manage a varied caseload of complex and high-value matters
  • Strong interpersonal skills with the ability to build lasting relationships with clients and professional contacts
  • Proactive, organised and committed to delivering excellent service

What’s on Offer:

  • High-quality and complex work
  • Supportive and collaborative working environment
  • Strong opportunities for career development
  • Competitive salary and benefits package

 

Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.

If you would prefer to talk to us in the first instance, please get in touch About Us – Legal Southwest

Discover more about who we are and what it’s like to work with us. Visit our LinkedIn page; Legal Southwest Ltd | LinkedIn

Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality.

Apply for this Job

  • Column 1 Start

  • Column 1 End

  • Column 2 Start

  • Please note only PDF, Word documents or simple text files are accepted. Maximum file size of 2MB.
    Drop files here or
    Accepted file types: pdf, doc, docx, rtf, Max. file size: 2 MB.
    • Column 2 End