Law Staff Legal Recruitment
Private Client Solicitor
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Senior Trusts, Tax & Estate Planning Solicitor Director
Our client is seeking a Senior Trusts, Tax & Estate Planning Solicitor to join their highly regarded Private Client team. This is an outstanding opportunity for an experienced Trusts and Estates specialist to take on a senior role within a collaborative and forward-thinking firm, advising high-net-worth individuals, families, trustees, and business owners on complex estate planning and wealth preservation matters.
The successful candidate will play a key role in delivering sophisticated advice while building long-term client relationships and contributing to the continued growth of an established and respected Private Client practice.
About the Firm
Our client is committed to delivering exceptional legal services through a client-first approach, combining technical excellence with practical, commercially focused advice. The firm fosters a culture of inclusion, collaboration, and professional development, providing its lawyers with the autonomy, support, and resources needed to thrive.
Senior Trusts, Tax & Estate Planning Solicitor – Position Overview
This role focuses on advising high-net-worth individuals, families, trustees, and beneficiaries on a broad range of trusts, tax, and estate planning matters. You will manage complex cases, provide strategic succession planning advice, and work closely with financial advisers, accountants, and other professional contacts to deliver tailored solutions for clients.
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Key Responsibilities of the Senior Trusts, Tax & Estate Planning Solicitor
- Advising high-net-worth individuals and families on estate and succession planning strategies.
- Drafting and advising on trusts, including lifetime trust structures, declarations of trust, and deeds of variation.
- Acting as a professional trustee and advising trustees on their duties and obligations.
- Providing advice on inheritance tax (IHT), capital gains tax (CGT), and wider wealth preservation strategies.
- Working collaboratively with accountants, tax advisers, and financial planners.
- Managing complex trust administration and estate matters.
- Building and maintaining strong relationships with clients, referrers, and professional contacts.
- Ensuring compliance with all regulatory and professional obligations.
- Contributing to business development initiatives and the continued growth of the department.
Requirements of the Senior Trusts, Tax & Estate Planning Solicitor
- Ideally 10+ years' PQE with significant experience in trusts, tax, and estate planning.
- Strong technical expertise in trust structures, succession planning, and private wealth matters.
- STEP qualification preferred.
- Excellent drafting, analytical, and problem-solving skills.
- Ability to provide practical, client-focused advice on complex matters.
- Strong communication and interpersonal skills.
- Proven experience managing high-net-worth client relationships.
- Commercial awareness and a proactive approach to business development.
- Ability to work collaboratively while independently managing complex matters.
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The Benefits for the Senior Trusts, Tax & Estate Planning Solicitor Role
- Competitive salary commensurate with experience.
- Flexible and hybrid working arrangements.
- High-quality work for a diverse and sophisticated client base.
- Genuine opportunities for progression and career development.
- Collaborative and inclusive culture.
- Ongoing mentoring, training, and professional development.
- Strong emphasis on work-life balance.
- Opportunity to make a significant impact within a growing team.
If you're a Senior Trusts, Tax & Estate Planning Solicitor ready for your next step, apply today. Alternatively, contact Marcus Stevens at Law Staff Legal Recruitment quoting reference 37771.
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