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Trusts Lawyer / Executive

Hertford, Hertfordshire
Job Type
16 Sep 2023

Trusts Executive/Lawyer

Great new opportunity for a Trusts Executive/Lawyer to join a respected firm.

You should be able to demonstrate a good level of experience working in Trusts, ideally at least 1 year of solid experience in the area.   

STEP membership or the willingness to work towards this are preferred.   

  • You should have a genuine interest in working and specialising in trusts and be keen develop their skills and knowledge in the area. 
  • You should have a good level of knowledge on the types of trust structures available, the benefits of each and the taxation of each.   
  • You will have experience in working on trust matters throughout the lifetime of a trust and as such understand the processes at set up, during the administration and at the time of a trust coming to an end and have experience in the drafting of the relevant trust Deeds at each stage. 
  • Preparing Deeds of Retirement and Appointment of Trustees 
  • Preparing Deeds of Appointment of trust assets from Discretionary Trusts 
  • Dealing with the setup of trusts, to include the drafting the relevant documentation and dealing with the work required to transfer the trust assets 
  • Preparing Declarations of Trust to define beneficial interests in property 
  • Dealing with the registration of trusts with HMRC on the Trust Registration Service 
  • Providing advice on the effect and taxation of Bare Trusts, Life interest Trusts and Discretionary Trusts to both trustees and beneficiaries  
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  • Job Reference: 00000619-1
  • Date Posted: 16 September 2023
  • Recruiter: Martin Pooley Associates
    Martin Pooley Associates
  • Location: Hertford, Hertfordshire
  • Salary: On Application
  • Job Type: Permanent