Senior Associate — Tax, Trusts & Succession (Private Client)
- Offices (3)Bristol, EnglandCheltenham, EnglandExeter, England
- Work typeOn-site
- Experience5–5 PQE
- PracticeEstate Planning
A highly regarded law firm
Apply in confidence →We are seeking an experienced Senior Associate to join a busy Private Client / Tax, Trusts & Succession team. The role sits across regional offices (Bristol, Cheltenham or Exeter) and offers hands-on work advising individuals, families and trustees on estate planning, trust restructuring, probate and related tax matters.
The team handles a broad private wealth remit including lifetime planning, inheritance tax mitigation, trust and estate administration, cross-border domicile issues and family business succession. This is a visible role with genuine client contact and opportunities for career progression within a supportive, collaborative team.
- At least 5 years' post-qualification experience in private client work with a focus on estate planning, trusts and probate.
- Strong technical knowledge of UK inheritance tax and trust taxation, and experience advising on cross-border private wealth issues.
- Excellent drafting skills (trust deeds, wills, estate documentation) and practical experience of estate/administering estates.
- Commercial client-facing approach, strong interpersonal and organisational skills, and ability to take responsibility quickly.
Apply for this role
Confidential. We never contact your current employer.