Trusts Solicitor; Private Client - Hybrid

Overview

Trusts Solicitor (Private Client) – Hybrid

The Trusts and Tax Team at Ashtons Legal is seeking a Solicitor with at least five years of post-qualification experience to join and administer a portfolio of trusts for longstanding clients. You will work collaboratively with Private Client lawyers and Trusts Corporation directors.

• Administer a portfolio of trusts on behalf of new and longstanding clients, including annual accounts and tax returns
• Draft legal documents related to: retirement and appointments of Trustees; advances to beneficiaries; winding up of trusts
• Prepare and submit the annual declarations on the Trust Registration Service
• Prepare and submit FATCA and CRS returns, where necessary
• Host the annual Trustees Meeting to review trust investments with the IFA and Trustees
• Prepare inheritance tax forms and calculations for all Relevant Property Trusts
• Undertake day-to-day administration of the trusts, including communicating with beneficiaries and handling requests for financial support

• At least five years of post-qualification experience in administering trusts
• Basic understanding of Personal Tax Returns
• Knowledge of inheritance tax, capital gains tax and CGT 60-day rule
• STEP qualification preferred but not essential
• Experience in preparing trust accounts and tax returns
• Experience dealing with professional intermediaries, trustees and beneficiaries
• Clear understanding of compliance requirements for trusts
• Experience liaising with HMRC on behalf of trustees and beneficiaries
• Excellent verbal and written communication skills with the ability to explain complex legal processes clearly
• Strong relationship-building abilities with trustees and beneficiaries
• Experience in training, development and mentoring of junior team members
• Willingness to participate in business development activities for the team and the firm

• Location:
  
  Bury St Edmunds (hybrid role; please attend the office twice a week)
• Contract Type:
  Part-time, Full-time, Permanent
• Specific
  
  Hours:
  
  Core hours 9.00 am to 5.00 pm; flexible arrangements discussed

Ashtons Legal is an equal opportunities employer and we welcome applications from all communities and backgrounds.

Closing Date: 06 February 2026

Salary: Depending on experience

Location: Any location

Apply now