Trusts Lawyer (1-5 PQE)

Are you seeking to elevate your legal career while maintaining a harmonious work-life balance? Do you aspire to join a firm deeply invested in your professional growth? Are you in pursuit of a gratifying role where your contributions are valued as much as your aspirations? If the answer is yes, then look no further.

Our client is a revered regional law firm with a rich history spanning well over a century and five offices across Hertfordshire, Essex, and London. Their vision is to be the premier private wealth legal practice in their region, championing excellence in client care, integrity, teamwork, innovation, quality, and respect.

To realise their vision, we seek individuals committed to excellence. We excel in our domain and seek candidates with the ambition, dedication, and work ethic to become leaders in their field.

We understand that our people rightfully expect excellence from us. That’s why we are dedicated to providing our staff with a nurturing environment, a structured career path offering clear opportunities for progression, and unwavering support to thrive.

The Role:
We are in search of a trusts lawyer with 1 to 5 years of experience, preferably with a STEP qualification or a willingness to pursue one.

The ideal candidate will have a genuine passion for trusts and a drive to enhance their skills and knowledge in this area. Proficiency in various trust structures, their benefits, and taxation is essential.

Ideally, you will possess experience in managing trust matters throughout their lifecycle, including setup, administration, and termination, with expertise in drafting relevant trust deeds at each stage.

While supervision and mentoring will be available, the ability to work independently, especially in reviewing work and managing cases, is crucial.

Responsibilities Include:

• Preparation of Deeds of Retirement and Appointment of Trustees
• Drafting Deeds of Appointment of trust assets from Discretionary Trusts
• Handling the setup of trusts, including drafting relevant documentation and managing asset transfers
• Preparation of Declarations of Trust to define beneficial interests in property
• Managing trust registration with HMRC on the Trust Registration Service
• Providing advice on the effect and taxation of Bare Trusts, Life interest Trusts, and Discretionary Trusts to both trustees and beneficiaries

Expectations:

• Dedication to delivering excellent client service aligned with our Service Pledge
• Pride in workmanship, representing the firm positively internally and externally
• Commitment to teamwork and going the extra mile
• Positive attitude, fostering a supportive workplace culture
• Exercise of good judgment and maturity
• Risk-awareness and a strong work ethic with a ‘can-do’ attitude

What You Can Expect from Us:

• A structured career path providing comprehensive guidance for development and progression
• Supportive and nurturing working environment with regular check-ins, departmental meetings, and appraisal schemes
• Flexible and hybrid working arrangements
• Firm-wide and fee-earner bonus programs
• Competitive holiday entitlement and corporate pension scheme
• Access to Employee Assistance Programme and Healthcare Cash Plan
• Comprehensive financial wellbeing platform
• Dedicated Social and Wellbeing champions promoting mental and physical health initiatives
• Annual staff events and social gatherings