Job Description

Trusts Lawyer
Location: Stamford, Lincolnshire
Salary: Competitive, depending on experience

A well-established and highly regarded law firm is seeking an experienced Trusts Lawyer to join its busy team in Stamford. This is a fantastic opportunity for a specialist in trust work, or for an experienced private client lawyer with a strong background in trusts who is looking to focus their career in this area. The firm has one of the largest private client teams in the region, providing high-quality advice and support to a diverse range of clients.

The Role

You will work closely with senior members of the team, providing expert advice and handling a wide range of trust-related matters. The position offers the chance to manage complex and rewarding work while collaborating with colleagues and other professional advisers.

Key Responsibilities

• Advise clients and colleagues on the creation, administration, and termination of new and existing trusts

• Handle general trust administration, including:

  • Drafting deeds and related documentation

  • Preparing trust tax returns and accounts

  • Using HMRCs Trust Registration Service

• Provide advice on Inheritance Tax and Capital Gains Tax planning

• Advise on Agricultural Property Relief and Business Property Relief

• Prepare Declarations of Trust

• Collaborate with other departments and external advisers on trust-related matters

• Assist with will drafting, particularly those involving trusts for complex family arrangements

• Support the administration of both taxable and non-taxable estates

• Contribute to business development and marketing activities to promote the department

Person Specification

Essential

• Solicitor or Legal Executive

• Significant experience in tax and trust matters

• Strong interest in trusts and private client work

• Excellent verbal and written communication skills

• Strong attention to detail and organisational skills

• Commercial awareness and the ability to explain complex issues to non-specialists

• Ability to work effectively under pressure and meet deadlines

• Knowledge of the conveyancing process, Money Laundering Regulations, and Solicitors Accounts Rules

• IT literate with experience of case management systems

Desirable

• STEP Diploma (or willingness to study towards it)

• Experience using SOS Connect

• Marketing and business development skills

Benefits

• Generous holiday entitlement
• Staff discounts on legal and wealth management services
• Income protection
• Life assurance (3x salary)
• Salary exchange pension scheme
• Employee Assistance Programme