7 Legal Planning jobs in the United Kingdom

Estate & Tax Planning | Partner | Tunbridge Wells | Competitive Salary

Are you a highly experienced Estate and Tax Planning lawyer? If you’re nearing Partner level, this could be the ideal role for you to further your career in Kent.

This renowned firm is after an experienced solicitor, with particular experience in tax planning, who could benefit from injecting some variety into their career in the form of a shiny new position within a first-tier-ranked team in Tunbridge Wells.

This Estate and Tax Planning Partner role will encompass the process of tax planning; supporting high- and ultra-high-net-worth clients with complex assets, some of which have international elements. Your role will be to help loyal clients future-proof and minimise tax liabilities with the use of appropriate structures, while bringing in your own clients, too.

For this Estate and Tax Planning Partner role, you will ideally have:

• At least 8 years of post-qualification experience (as a UK-qualified Solicitor or legal executive).
• Proven experience within Private Client law, with a particular focus on pre-death matters (ideally tax planning).

We recognise there are several options in terms of legal qualification, from Solicitor to Legal Executive (CILEx) . If you have a keen interest in this area and relevant experience, we encourage you to get in touch.

This firm is passionate about creating an inclusive workplace that promotes and values diversity. Please get in touch if you have any questions concerning reasonable adjustments or diversity practices .

Contact the Legal Team—Hayley Rose or Chloë —at Harvey John for more information about this Tax Planning Partner job in Kent.

Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only. We are committed to continued improvement in terms of diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.

Governance, Compliance and Planning Manager
Do you have senior-level experience in governance, compliance, or Company Secretary?
We are looking for a Governance, Compliance and Planning Manager to join the team in this hybrid-working role.
Position: Governance, Compliance and Planning Manager
Location: Hybrid working available with a base at Leatherhead and occasional travel across Surrey
Hours: 37h per week
Salary: £40,000 (per annum)
Contract: Permanent
Benefits: MFT offer an extensive benefits package including; 5% Pension Employer Contribution, Paid Sick Leave, Blue Light Card Scheme, Vivup Discounts, Staff Social Events, Staff Social & Wellbeing Committee, Celebration Day (in addition to annual leave entitlement)
Closing Date: 28th August 2025
Interview Date: Interviews will be scheduled on a rolling basis. Please note, we reserve the right to close this vacancy early if we receive sufficient applications for the role.
The Role
The Governance, Compliance and Planning Manager is a vital cross-organisational role at the organisation. As a key member of the Senior Management Team (SMT), you will ensure governance structures, compliance, policy framework, and strategic planning processes are robust, legally compliant, and effective.
This role will strengthen the governance culture and work collaboratively with SMT colleagues as well as the Department Leads Group (DLG) to ensure that the charity remains aligned to its mission, values, and strategic ambitions.
You will also act as Company Secretary, supporting the Board of Trustees as well as the Policy Committee and Risk Committee, Finance Committee, and providing internal oversight of governance, risk, and compliance functions.
Key responsibilities include:

Governance and Board Support
Compliance, Policy, and Risk Management
Strategic and Operational Planning
Human Resources (in Collaboration with External HR Support)
Organisational Systems and Coordination
Collaboration and Cross-organisational Leadership
About You
You will have a degree level of education or equivalent professional experience and a professional qualification in governance, compliance, risk, or legal (e.g., ICSA/CGI) and evidence of CPD.
You will have:

Senior-level experience in governance, compliance, or Company Secretary role
Experience supporting Boards and committees
Policy and risk management experience
Compliance with charity/company law and GDPR
Strategic and operational planning experience
HR process oversight
Line management experience
When you click to apply you will be asked to upload your CV and covering letter (in which you’ll explain how you feel your experience is suitable for the role). Please ensure you upload your documents in order to be considered for this role.

About the Organisation
The charity is a mental health and emotional wellbeing charity, supporting Surrey residents since 1994 in Banstead, Elmbridge, Epsom & Ewell and Mole Valley.
Offering a variety of face-to-face and online services, available to adults (aged 16+) living in Surrey who would like to restore and/or maintain their mental and emotional wellbeing (no diagnosis needed). The services are free of charge, with no waiting list and no time limit.
This post is subject to an enhanced Disclosure and Barring Service check, and the successful completion of a probationary period.
This post is Exempt from the Protection of the Rehabilitation of Offenders Act (1974).
You may also have experience in areas such as Governance and Board Support
Compliance, Policy, and Risk Management, Strategic and Operational Planning, Governance, Compliance, Planning, Strategic and Operational Planning Manager, Governance Manager, Compliance Manager, Planning Manager, Governance Compliance and Planning Manager. #INDNFP
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.

Governance, Compliance and Planning Manager

Do you have senior-level experience in governance, compliance, or Company Secretary

We are looking for a Governance, Compliance and Planning Manager to join the team in this hybrid-working role.

Position: Governance, Compliance and Planning Manager

Location: Hybrid working available with a base at Leatherhead and occasional travel across Surrey

Hours: 37h per.

Job Title: Private Client Solicitor Wills, Probate & Estate Planning (Senior Appointment)
Location: Buckinghamshire Office-Based
Salary: Up to £65,000 DOE
Job Type: Full-Time, Permanent (Part-Time Considered)
Hours: Monday to Friday, 9:0017:00
Start Date: ASAP
Requirement: Must be able to commute reliably or relocate prior to starting

Were recruiting a .

Founding Engineer (Full Stack) - Digital estate planning wealthtech

Location: UK-based, remote-first (with occasional London meet-ups)

Compensation: Founding equity + pre-seed salary

Start: Immediate

About Inheritly

Inheritly is on a mission to make estate and legacy planning radically simpler, smarter, and more human. We’re building the global platform for digital legacy planning - one that integrates seamlessly into financial advice journeys, helps families plan with clarity, and unlocks lifetime value for advisers.

We’re starting with a sharp wedge into the UK IFA market - empowering advisers with a compliance-friendly, client-centric planning tool that improves engagement and drives product conversion. Our Alpha MVP is live, and we've secured strong design partner interest. Backed by ARK Venture Studio and Eagle Venture Fund, we’re now looking for a CEO to take the reins and scale Inheritly into a category-defining company.

The Role 

We’re seeking a strategic and hands-on Head of Product to own the product vision and delivery of Inheritly. You'll translate our vision into a product roadmap, build intuitive and compliant user experiences, and work closely with design, engineering, partners, and stakeholders. You’ll lead product development from MVP to scale, with a strong focus on user adoption and progressive enterprise integration.

Mission & Culture Fit

You’re obsessed with building products that customers not only trust - but genuinely love. You see legacy planning as overdue for reinvention, and you're excited to challenge the status quo with elegant, intuitive solutions. You thrive on translating complex, emotionally charged problems into seamless user experiences. 

The skills and experience you will need

• 5+ years in product management , including experience owning a product roadmap end-to-end.  
• Proven ability to secure product-market fit and go from zero to £2m+ in revenue.  Demonstration of data-driven decision marking and ability to pivot rapidly.
• Experience in B2B SaaS (and nice to have in insurtech , legaltech , wealthtech )
• Excellent communication and stakeholder management skills, including working with enterprise partners.
• Nice to have: Familiarity with products in regulated industries

Key Responsibilities

• Own the strategic product roadmap : Define, prioritise, and communicate product strategy aligned with business goals and customer needs. Over the medium-term lead the design of new product features that deliver recurring revenue. 
• Embedded data and AI into the product roadmap. Data (and perhaps AI) need to drive our roadmap. We need a pragmatic approach based on what is feasible.  Inheritly must deliver absolute accuracy—users depend on us during their most sensitive life moments.
• MVP data-driven prioritisation : Lead the development and launch of the MVP, and continuously iterate based on data and client feedback to refine features, user flows, and optimise business impact.
• Help build a transformational customer journey : We want to deliver much more value to customers (IFAs and end customers) at much less cost. User expertise is a critical part of this. 
• Cross-functional leadership: Drive seamless collaboration across product, tech, and sales to bring Inheritly’s features from concept to launch.

What success looks like (first 12 months)

• Define and align the company around a clear 12–24 month product vision and roadmap. Product roadmap formally adopted by leadership and shared cross-functionally by Month 6.
• Launch Beta/MVP product that solves core user pain points. To hit agreed NPS score after 12 months.
• Establish a reliable, scalable product development and release process (release cycle to hit agreed cadence by month 6). 
• Build customer understanding and insight loop. Monthly user research sessions embedded into planning by Month 3. Key product decisions traceable to direct user insight or data.

How to apply

Email with:

• Your CV or LinkedIn
• A short note (or Loom) explaining why this role and mission resonate

Estate & Tax Planning | Associate Solicitor | Tunbridge Wells | 55k+ (DOE)

Join this prestigious regional firm as the newest Associate Solicitor in their Estates & Tax Planning team, based in Tunbridge Wells.

They’re after an experienced solicitor, with particular experience in tax planning, who could benefit from injecting some variety into their career in the form of a shiny new position within a first-tier ranked team.

This Estate and Tax Planning Solicitor role will encompass the process of tax planning; supporting high- and ultra-high-net-worth clients with complex assets, some of which have international elements. Your role will be to help loyal clients future-proof and minimise tax liabilities with the use of appropriate structures, while bringing in your own clients, too.

For this Estate and Tax Planning Associate Solicitor role, you will ideally have:

• At least 4 years of post-qualification experience (as a UK-qualified Solicitor or legal executive).
• Proven experience within Private Client law, with a particular focus on pre-death matters (ideally tax planning).

They are also happy to consider a private client lawyer who'd like to specialise further in this sphere of the law. So, if you have a keen interest in this area and relevant experience, we encourage you to get in touch.

This firm is passionate about creating an inclusive workplace that promotes and values diversity. Please get in touch if you have any questions concerning reasonable adjustments or diversity practices .

Contact the Legal Team—Hayley Rose or Chloë — at Harvey John for more information about this Estate & Tax Planning Associate job in Kent.

Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only. We are committed to continued improvement in terms of diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.