Job description
An excellent opportunity has arisen for an experienced Trust Manager to join a prestigious Legal 500 firm in Kent. This well-established, leading firm is known for its outstanding private client services and supportive team environment.The Opportunity We are seeking a Trust Manager with at least 5 years of experience in trust administration or private client services. You must have a solid technical understanding of:
- UK trust law
- Inheritance tax
- Capital gains tax
- Income tax as they apply to trusts
As a Trust Manager, you will play a key role in delivering exceptional service to clients and ensuring full legal and regulatory compliance. This is a fantastic opportunity for a Trust Manager looking to join a supportive, collaborative team with access to high-quality work.
About the Team You will be joining a highly regarded Estate Administration Department, specialising in:
- Trust administration
- Wills and probate
- Lasting Powers of Attorney
Key Responsibilities As a Trust Manager, you will:
- Manage a portfolio of UK trusts, including discretionary, life interest, personal injury, and vulnerable persons trusts.
- Act as the primary point of contact for clients, beneficiaries, solicitors, tax adivsors, and investment managers.
- Ensure full compliance with all relevant UK legislation, including HMRC, FATCA, CRS, and the Trust Registration Service.
- Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
- Lead trust distributions, trustee meetings, trust reviews, and oversee investment monitoring.
- Provide expert advice on trust structuring, succession planning, and associated tax implications.
- Stay up to date with developments in UK trust law, tax regulations, and industry best practices.
- Support and supervise junior trust officers and administrators.
- Provide regular updates to senior management and partners regarding portfolio performance and risk management.
Kent based job role (Hybrid working available after probation)
Earning opportunity of (£40,000-£60,000) dependant on experience
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