Tax, Trusts & Succession Associate

Tax, Trusts & Succession Associate 2-5 years PQE or CILEX I Top 100 Firm l Exeter

The firm:

This top-tier firm has a global reach and has become one of the pioneers in creating private wealth for HNW clients alongside booming practices in the world of finance and real estate.

They are well known for their work across a wide range of banking and finance services including ethical and sustainable investment, FinTech, insurance and re-insurance and secured lending. On the Real Estate side, they have recently started doing more project work in emerging markets in addition to the full range of commercial property matters.

The private client team acts for some of the world's wealthiest families and individuals with substantial assets across the globe. Therefore, the work they do is very interesting and covers niche areas including IP, art and equine matters.

Featured in 'The Times Best Law Firms 2023', this firm is an excellent choice to consider for those who want access to high-quality work, whilst being able to enjoy a down-to-earth, flexible and trusting culture that allows you to balance your work and home life.

The role:

Forming part of the firm's wider wealth planning practice, this firm is looking to welcome Tax, Trusts & Succession Associate 2-5 years PQE or CILEX into their Exeter team.

This firm has a top-tier private client practice that caters to clients with diverse assets who require complex succession planning and wealth protection arrangements. A large percentage of the work comes from generational clients who use the firm for 'cradle to grave' legal services.

Therefore, they are looking for someone who has experience in the creation and handling of inter-generational wealth structures, trust reorganisations and tax-efficient strategies to preserve wealth.

You will have the chance to enhance your technical abilities and industry knowledge by working alongside experienced private client lawyers who foster an inclusive working environment.

If you are STEP qualified or working toward this accreditation, this is highly advantageous but not a prerequisite.

The ideal candidate:

• Private Client Solicitor 2-5 years PQE
• Highly meticulous, commercially focused and outcome orientated
• Track record in business development and outstanding client care

What's on offer:

• Salary is negotiable depending on your level of PQE plus an exceptional benefits package
• Varied and interesting workload with a good level of autonomy from the outset
• Lots of flexibility on offer and a down-to-earth working culture

Exciting opportunity for a Tax, Trusts & Succession Associate 2-5 years PQE or CILEX to join this high-quality team, based in Exeter.