A claim under the Inheritance (Provision for Family and Dependants) Act 1975 for reasonable...
A fantastic opportunity has arisen to join our successful Estate Administration Department.
About you
You’ll have over 5 years experience in trust administration or private client services. You will have a strong knowledge of UK trust law, inheritance tax, capital gains tax and income tax as they apply to trusts. You will be positive, professional, have a client focused approach and a great team player.
About the team you will be joining
Our Estate Administration Department specialise in providing advice and assistance to private clients on a broad range of employment matters including, trust administration, wills, probate and lasting power of attorney, amongst others.
We have a partner led approach on all matters, providing a flexible team structure which helps to develop junior members of the team and allocation of work to the right level.
What will I be doing?
You will be responsible for providing a high-quality service to clients, including legal and regulatory compliance, managing client relationships, liaising with tax advisors, solicitors and investment managers.
Day -to-day responsibilities include:
- Administer a portfolio of UK trusts, including discretionary, life interest, personal injury and vulnerable persons trusts.
- Act as a principal point of contact for clients, beneficiaries, and professional advisors.
- Ensure timely and accurate compliance with all relevant UK legislation (e.g., HMRC, FATCA, CRS, TRS).
- Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
- Oversee distributions, trustee meetings, trust reviews, and investment monitoring.
- Provide advice on trust structuring, succession planning, and potential tax implications.
- Maintain up-to-date knowledge of trust law, tax changes, and best practices in the UK trust sector.
- Support the training and supervision of junior trust officers or administrators.
- Report regularly to senior management or partners on portfolio performance and risk issues.
For further information about the type of clients we work with, take a look here:
https://www.cwj.co.uk/site/aboutus/ourclients/
How do I apply?
To apply for this vacancy please send your cv and covering letter to our HR Department: chris.moore@cwj.co.uk