Trusts & Inheritance Tax (IHT) Specialist
Overview
We are seeking a meticulous and knowledgeable Trusts and Inheritance Tax (IHT) Specialist to join our technologically progressive and fast-growing legal practice. This role is ideal for candidates with a background in complex trust structures and estate planning, particularly those with experience in advising on tax efficiency, asset protection, and succession planning involving high-value or diversified estates.
Our firm has built a strong foundation in private client services, with a specialist Estate Planning department that integrates AI-driven tools and client platforms. We deal extensively with bespoke Wills, Trusts, and Probate services for clients with multi-asset portfolios, business holdings, agricultural interests, and residential and investment properties.
Key Responsibilities
- Provide technical and strategic advice on the setup, operation, and administration of a wide variety of trust types, including:
- Discretionary Trusts (DTs)
- Asset Protection Trusts (APTs)
- Property Protection Trusts (PPTs)
- Revocable Life Interest Trusts (RLITs)
- Nil Rate Band Discretionary Trusts (NRBDTs)
- Business and Agricultural Property Relief Trusts
- Multi-property and investment portfolio trusts
- Draft and review complex Wills and Letters of Wishes tailored to tax planning objectives.
- Advise on inheritance tax mitigation strategies including use of the Nil Rate Band, Residence Nil Rate Band, and s.144 appointments.
- Guide clients on the interplay between trust structures and capital gains tax, income tax, and IHT liabilities.
- Oversee trust documentation, registrations, HMRC compliance (TRS), and trust tax return requirements.
- Collaborate with internal legal and financial teams, as well as liaise with external advisers such as accountants and financial planners.
- Supervise and mentor junior staff and consultants where appropriate, maintaining high compliance and quality assurance standards.
- Ensure efficient use of CRM systems and document automation tools for case management and client reporting.
Candidate Requirements
- Law Degree or STEP Diploma strongly preferred.
- Significant experience in private client work with a focus on trust law and tax planning.
- Proficient in trust drafting and legal structuring involving high-value estates, property portfolios, and business interests.
- Solid understanding of UK tax law including IHT, CGT, and Income Tax as applicable to trusts.
- Skilled in digital legal platforms (CRM, Microsoft Office, legal automation tools).
- Demonstrable ability to manage complex client instructions and deliver tailored, compliant estate planning solutions.
- Organised, analytical, and confident in both client advisory and technical drafting.
- Not essential but meeting at Cheshire Offices possibly once a week.
Why Join Us?
- Join a modern, ambitious legal firm specialising in advanced estate planning.
- Play a key role in the design and implementation of trust-based planning for sophisticated client needs.
- Gain exposure to high-value and complex estates with real scope for career progression.
- Benefit from a forward-thinking, tech-enabled environment with supportive leadership and future growth plans.
Job Type: Part-time
Expected hours: No less than 10 per week
Benefits:
- Work from home
Schedule:
- Flexitime
Work Location: Hybrid remote in Tarporley CW6 0AB
Reference ID: SKU/SL/TRUSTS