Associate

Senior Associate — Tax, Trusts & Succession (Private Client)

A highly regarded law firm

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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.

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