Trusts Lawyer

Trusts LawyerLocation:Stamford, LincolnshireSalary:Competitive, depending on experienceOverviewA 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

RoleYou 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 SpecificationEssential

• 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

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