Associate – Succession & Tax

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Job Title:

Associate – Succession & Tax

Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s shape the future together.

*** We are in a period of exclusive direct sourcing for this role and are not accepting applications from recruitment agencies.

• Role:
  Associate
• Group:
  Charities & Private Wealth Disputes
• Team:
  Succession & Tax
• Locations:
  Southampton
• Working Pattern:
  Full-time/Part-Time/Flexible

This is an exciting opportunity to join our highly regarded Succession & Tax team, working with a diverse client base on estate and succession matters. You’ll gain hands‑on experience in inheritance tax, succession planning and estate administration, while developing your technical expertise under the guidance of senior colleagues. This role offers a clear path for progression, supported by structured development and transparent promotion criteria.

• Assist in the creation, structuring and administration of UK and offshore trusts.
• Support senior colleagues on complex trust reorganisations, tax planning strategies and compliance matters.
• Work on multi‑jurisdictional trust and estate issues for high‑net‑worth individuals and families.
• Provide clear, commercially focused advice to trustees, beneficiaries and family offices.
• Contribute to business development initiatives and client relationship management.
• Continue building your technical expertise with structured support and mentoring from senior team members.

• NQ-2 years PQE with an interest/focus on private wealth, tax and trusts matters.
• Experience advising on UK trust structures, succession, and tax planning (international exposure is a plus).
• Ideally STEP qualified or working towards the accreditation, but not essential.
• Strong analytical skills and a commercial mindset.
• A collaborative approach and enthusiasm for learning from senior colleagues.
• Commitment to building long‑term client relationships and developing your career within private wealth law.

• An ambitious growth strategy that opens up opportunities for our people to make their mark.
• A client base that spans household names, thriving startups, and ambitious enterprises.
• A culture built on our values of being refreshingly human, entrepreneurial, inclusive and collaborative.
• A strong focus on being a responsible business with a commitment to sustainability and giving back to our communities.
• Comprehensive professional development and training – whatever your role and level we have training that will support you to achieve your goals.

• Competitive salary and performance‑linked bonus.
• Enhanced parental leave policies.
• Private healthcare and wellbeing initiatives (e.g., mental health support, gym memberships).
• An open, flexible working environment.

• Hit the “Apply Now” button.
• Send us your CV and a quick note on why this role is perfect for you.
• Our team will review your application and be in touch, whatever the outcome.
• Invited for interview?
• With a straightforward process typically involving two interviews, our talent acquisition team will guide you through every step, ensuring you feel confident and prepared to show us what you can do.
• We’re here to support your individual needs. If you require any adaptations or adjustments, we’re more than happy to accommodate these. Before your interview, we’ll contact you to discuss the themes we’ll cover and answer any questions you might have.
• If you’d like to visit our offices prior to your interview or would like help testing your kit for your virtual interview, just let us know.

• Mid-Senior level

• Part-time

• Accounting/Auditing and Finance

• Law Practice