Job Description
Senior Legal Search Specialist (Associate - Partner Hires)
Trusts Solicitor – hybrid position but able to attend the West Suffolk office twice a week.
Client
A full-service regional law firm with a Legal 500 Tier 1 Private Client Team.
Role
- Work collaboratively with the Private Client lawyers and other stakeholders.
- Administer a portfolio of trusts for longstanding clients including annual accounts and tax returns.
- Legal drafting of documents.
- Preparation and submission of the annual declarations on the Trust Registration Service.
- Preparation and submission of FATCA and CRS returns, where necessary.
- Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees.
- Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts.
- Undertaking the day-to-day administration of the trusts to include talking to ...