Trusts, Estates and Tax Managing Associate

Overview

Trusts, Estates and Tax Managing Associate - Nottingham

Freeths, Sheffield, England, United Kingdom

The Freeths PCS team is 50 strong, growing and spread nationally across our offices. For 15 consecutive years Freeths’ Trusts, Estates and Tax lawyers have secured a ranking in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide. The East Midlands Trusts, Estates and Tax Team is led by Rahul Kotecha and supported by Marie Cooper, both based Directors in our Nottingham office.

The team is seeking an experienced Managing Associate lawyer with circa 8–15 years PQE to join the Trusts, Estates and Tax team in Nottingham. We could also consider Sheffield or Birmingham as alternative locations. The successful candidate will help progress and supervise the administration of all types of estates handled by junior members of the team. These will include taxable and non-taxable estates, estates settled following family disputes, estates with relievable assets including business and agricultural property assets, and estates with related trusts from which trusts will arise.

The individual should also have experience drafting Estate planning reports and working with business owners/land owners. The team handles matters for high and ultra-high net worth clients and includes specialists in all areas of trusts, estates and tax with advisers on international, agricultural, literary, business and other assets. Directors and Partners specialise in particular areas, including independent administration of high net worth contested estates, complex mental capacity issues, cross-border estates and advising agricultural clients.

The team is known for flexible problem solving and supports a Private Wealth Initiative that collaborates with the Corporate and TET teams on succession and tax planning for business owners. This role offers opportunities to develop professionally, work on high‑quality instructions alongside leaders in their fields, supervisory responsibilities, and encouraged business development involvement.

Your Skills And Qualifications

• Have directly relevant previous experience and the correct level of post qualified experience (PQE) for the role in question.
• To have a strong commercial acumen and understanding of the industry.
• A member of STEP / a desire to undertake STEP qualifications.
• A proven track record of competent financial management, ability to meet client expectations and sound case management skills.
• Good IT skills, experience, and confidence with using case management systems, electronic time recording and general Microsoft packages.
• To be a self-starting, friendly individual with excellent interpersonal skills.
• To be able to consistently demonstrate and embody the firm’s values.

No agencies. Direct applications only. For further information or a confidential discussion, please contact the recruitment team at R

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