Job Description

The Company

We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.

We’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.

But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us.

Ready to be part of something big?

The Role

We are seeking a dedicated Private Client Solicitor to join our growing team. You will be responsible for crafting bespoke wills, providing IHT guidance, and advising on, establishing and administering trusts for clients who require tailored solutions that accurately reflect their wishes regarding the distribution of their assets. This role involves working closely with clients to understand their unique circumstances, including complex family structures, business ownership, and other considerations.

You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented. Your expertise in trusts will allow you to provide strategic advice on wealth preservation, inheritance tax planning, and asset protection. Experience in probate and estate administration is a plus.

Key Responsibilities:

• Engage with clients to understand their estate planning needs and objectives.
• Analyse complex family and financial situations to determine appropriate estate planning and trust strategies.
• Draft wills, trusts (including discretionary, life interest, and bare trusts), and other estate planning documents tailored to each client's individual circumstances.
• Provide expert guidance on the creation, administration, and taxation of trusts, ensuring compliance with legal and regulatory requirements.
• Advise clients on the implications of trust structures for asset protection, succession planning, and tax efficiency.
• Review and revise existing wills, trusts, and estate planning documents as necessary to accommodate changes in clients' circumstances or the law.
• Collaborate with financial advisors, and other professionals to develop comprehensive estate and trust planning solutions for clients.
• Handle the administration of trusts, ensuring proper management and distribution of assets in line with settlors’ intentions.
• Maintain confidentiality and discretion when handling sensitive client information.
• Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery.

Who Are You?

• Solicitor with a minimum of 3+ years PQE
• Experience in drafting and advising on complex wills, trusts, and estate structures
• Experience in trust administration
• Full TEP membership (preferable)
• Excellent verbal and written communication skills
• Confidence and passion to develop our offerings in this area
• Ability to explain complex legal concepts in a clear and understandable manner
• High levels of compassion, discretion, and care
• Strong active listening skills to understand clients’ unique needs
• Ability to thrive in a dynamic and fast-paced start-up environment

Our Mission

When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, and recipes. Shape a legacy that connects you while you're here. And after you're gone.

Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one.

Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.

Benefits:

• Octopus share incentive scheme.
• Hybrid working (London Bridge).
• Flexible holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance.
• Pension scheme.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500.
• Octopus Springboard: where we help our employees become fully-fledged entrepreneurs
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.