Wills, Tax and Trust Solicitor - LHH Recruitment Solutions : Job Details

Wills, Tax and Trusts SolicitorLocation: Somerset (Wells)Salary: £45-70,000 DOE + Excellent Benefits

About the Firm

We are partnering with a well-established and highly regarded law firm based in Somerset, renowned for its commitment to delivering exceptional legal services and cultivating long-term client relationships. The firm is deeply rooted in its community while maintaining the highest standards of professionalism and innovation.

As part of its ongoing strategic growth, the firm is seeking a talented Wills, Tax and Trusts Associate to join its respected Private Client team. This is an excellent opportunity for a mid-level solicitor to take the next step in their career, managing a varied caseload and contributing to the department's continued development and success.

Role Overview

This position is ideal for a solicitor with 3-5 years of post-qualification experience (although this is a guideline) in private client work, particularly focused on wills, estate and tax planning, and trusts. You will be part of a collaborative, forward-thinking team, supported by an established client base and clear pathways for progression.

Key Responsibilities

• Managing a broad caseload of private client work, with emphasis on:
  • Drafting complex and tailored wills
  • Advising on and establishing trusts for estate planning and asset protection
  • Administering estates, including complex or high-value probate matters
  • Advising on inheritance tax planning and mitigation strategies
  • Preparing and registering Lasting Powers of Attorney
  • Supporting clients with succession planning, including business and agricultural assets
• Delivering high standards of client care with a professional, empathetic approach
• Ensuring compliance with SRA regulations and current legal frameworks
• Collaborating with senior solicitors and mentoring junior colleagues
• Contributing to business development initiatives, including networking and marketing activities

Person Specification

• Confident in managing a varied and often complex caseload independently
• Strong technical knowledge of wills, trusts, probate, LPAs, and tax planning
• Excellent communication and interpersonal skills with a client-focused mindset
• Commercially astute, proactive in identifying opportunities for growth and referral work
• STEP qualification or working towards it is desirable, though not essential

What's on Offer

• Competitive salary and comprehensive benefits package
• Genuine career progression opportunities
• Hybrid and flexible working arrangements
• Collegiate and supportive working environment
• A strong and loyal client base with excellent referral networks

Benefits

• Up to 27 days holiday + bank holidays + gifted shutdown between Christmas and New Year
• 1 discretionary celebration day
• 2x discretionary profit share scheme
• Annual Christmas bonus
• 3x Life Assurance
• Flexible working policies
• Cash Health Plan & Employee Assistance Programme
• Enhanced maternity and partner leave/pay
• Flu voucher scheme
• Access to CPD and learning resources
• Regular firm-funded social events

How to Apply

If you're a Private Client Lawyer with a focus on Wills, Tax and Trusts looking to take the next step in your career with a supportive and well-regarded Somerset-based firm, I'd love to hear from you.

Please contact Joseph Brady at or apply directly with your CV.LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.