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Private Client Solicitor - Tax and Trusts

Job description

A tier 1 Legal 500 private client team are looking for an Associate to join their successful private client practice, focusing on tax and trusts work, in either Bristol or Exeter.

The private client team are split in two, with the tax and trust team being made up of 22 Fee Earners split over their 4 offices, including London.

The firm has a well-established practice and has consistently been awarded the top accolade in the Chambers High Net Worth rankings and has also been awarded STEP Platinum Employer Partner accreditation.

The role itself would been made up of a caseload including:

  • Tax advice for individuals and their wealth

  • The orderly succession of wealth from one generation to the next

  • The creation and administration of trust and other vehicles to hold and manage private wealth

  • The governance of family owned businesses

  • Will preparation

The firm are renowned for their flexibility, staff development and culture and in addition to this also offer brilliant salaries, high quality work and transparent achievable progression.

Ideally the firm are looking for an Associate, with 2-5 year PQE, with strong exposure to tax and trusts work.

For more information on this exciting private client role, please get in touch with Rhys for a confidential discussion.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.