Senior Associate - Trusts and Estates

We are recruiting for a Senior Associate, to join our Trusts and Estates team in Bristol.  

TLT’s Trust and Estates team form part of our wider Private Wealth team. The team are ranked Tier 1 in Legal 500 for the South-West and Band 2 in Chambers High Net Worth for Bristol and Surrounds. 

TLT is an innovative and collaborative firm, and we are proud to have been named Law Firm of the Year at the Legal Business Awards 2023. This marks the third year in a row TLT has presented with this accolade in industry awards – having previously been named Law Firm of the Year at The Lawyer Awards in 2021 and the British Legal Awards in 2022.  

Your Role 

The successful candidate in this role, will report into Debbie Gale, who heads up the Trusts and Estates team.  

If you are successful, you will carry out a wide range of private client work with particular emphasis on: 

• Trust drafting, set up and management for high and ultra-high net worth clients, including charitable trusts, family investment companies  
• Estate and succession planning advice for high and ultra-high net worth families and business owners including cross border issues 
• Delivering a bespoke will writing service to individual high-net worth clients 
• Advising on and preparing Lasting Powers of Attorney 
• Providing personal tax advice to high-net-worth clients, including preparing inheritance tax returns  
• Developing your knowledge of a broad range of sophisticated estate, tax and trust law advisory work undertaken by the team for an enviable client base (working alongside senior lawyers in the team and collaborating with colleagues in other teams such as banking, corporate and family) 

As a Senior Associate in the team, you will also support with the following: 

• Exploiting opportunities with clients and referrers nationally and internationally  
• Maintaining and strengthening the technical tax and trust capability of our team  
• Supervising and developing junior members of the team  

Your Skills and Experience 

You will be: 

• A Qualified Solicitor (SRA or Law Society Registered) or Chartered Legal Executive, with the ability to work independently with limited supervision. You will have extensive experience in all areas of private client including complex will drafting, personal tax advice, trust drafting and preparation of lasting powers of attorney. 
• A forward thinker, with excellent analytical, communication and organisational skills, you will be self-motivated with the ability to manage workloads and deadlines  
• Commercially aware with some exposure to business development, with the ability to maintain and nurture strong client relationships  
• Able to develop a deep understanding of your client’s business needs, and act in the best interest of the firm and the client   
• Able to contribute to our collaborative culture, with an ambition to assist in the development of junior team members  

Your Team 

TLTs Trust and Estate Planning team are graded in Tier 1 in Legal 500 for the South-West and Band 2 in Chambers High Net Worth for Bristol and Surrounds. 

The Trust and Estate Planning team form part of our wider Private Wealth team, within our Employment, Pensions and Tax, and Private Wealth Group. The Private Wealth team comprises the Family and Trusts and Estate Planning teams.  

The group has a strong international client base and they offer a full-service Private Client practice for a combination of wealthy individuals, major UK banks and trust companies. 

About TLT 

Fast paced, fast growing and forward thinking, TLT is the law firm that helps clients stay one step ahead, and we do the same for our people. 

We work with high profile clients in innovative sectors. With local, national and international reach, we have over 1,500 people in offices across the UK and a network of partner firms across Europe, India and the US. In 2021 we were named The Lawyer’s Law Firm of the Year, recognising our incredible success story. 

Our purpose is to protect, prepare and progress our clients for what comes next and it’s essential that we do the same for our people, our planet and our communities too. In our open and collaborative culture, we encourage everyone to be their whole self, to have a voice and to contribute.  

Our Benefits 

We value our employees highly and we want you to feel valued. You’ll receive a competitive salary with an annual pay review. You will also have access to an extensive range of benefits via our flexible benefits scheme including 25 days holiday (which will increase to 30 days based upon length of service) and private medical insurance.  

At TLT we have a progressive fully flexible working approach. We empower our people to work in a place and at a time that meets their needs, those of their clients and of the wider team and firm. Part of this agile approach is a focus on hybrid working and supporting the work/life balance of our people. 

TLT is committed to creating a diverse and inclusive working environment and encourages applications from all suitably qualified people, regardless of any of the characteristics protected by the laws in the locations in which we operate.  

We welcome applications from people with disabilities and are committed to providing reasonable adjustments, where necessary, to make interviews and jobs more accessible. Should you have any difficulty during the recruitment process, require any reasonable adjustments or an application to Access to work please contact the recruitment team on HR-Recruitment@TLTsolicitors.com