Associate – Succession & Tax
Location: Southampton
Working Pattern: Full‑time / Part‑time / Flexible
Group / Team: Charities & Private Wealth Disputes – Succession & Tax
Why this role matters
This is an exciting opportunity to join a highly regarded Succession & Tax team, working with a diverse client base on estate and succession matters. You’ll gain hands‑on experience in inheritance tax, succession planning and estate administration, while developing your technical expertise under the guidance of senior colleagues. The role offers a clear path for progression, supported by structured development and transparent promotion criteria.
What you’ll do
- Assist in the creation, structuring and administration of UK and offshore trusts.
- Support senior colleagues on complex trust reorganisations, tax planning strategies and compliance matters.
- Work on multi‑jurisdictional trust and estate issues for high‑net‑worth individuals and families.
- Provide clear, commercially focused advice to trustees, beneficiaries and family offices.
- Contribute to business development initiatives and client relationship management.
- Build technical expertise with structured support and mentoring from senior team members.
What we’re looking for
- 1–2 years PQE with an interest/focus on private wealth, tax and trusts matters.
- Experience advising on UK trust structures, succession and tax planning (international exposure is a plus).
- STEP qualified or working towards the accreditation (not essential).
- Strong analytical skills and a commercial mindset.
- A collaborative approach and enthusiasm for learning from senior colleagues.
- Commitment to building long‑term client relationships and developing your career within private wealth law.
Join a seriously ambitious firm
- Ambitious growth strategy that opens up opportunities to make your mark.
- Client base that includes household names, thriving startups and ambitious enterprises.
- Culture built on values of being refreshingly human, entrepreneurial, inclusive and collaborative.
- Strong focus on sustainability and giving back to communities.
- Comprehensive professional development and training to support career goals.
Progressive benefits tailored to you
- Competitive salary and performance‑linked bonus.
- Enhanced parental leave policies.
- Private healthcare and wellbeing initiatives (e.g., mental health support, gym memberships).
- Open, flexible working environment.
Ready to apply?
- Click the "Apply Now" button.
- Submit your CV and a brief note on why this role is perfect for you.
- Our team will review your application and be in touch, whatever the outcome.
- Interview process typically involves two interviews; we guide you through every step.
- We accommodate adaptations or adjustments as needed and will discuss themes prior to interview.
Let’s make your next career move the start of something extraordinary.