77 Trust And Will jobs in the United Kingdom

• Preparing annual trust and estate accounts on a bespoke basis from templates.
• Completing and submitting annual tax returns using CCH software.
• Completing Inheritance Tax returns and preparing associated calculations.
• General administration of trusts and estates.
• Liaising with clients and providing advisory services (in conjunction with the partner or manager when appropriate).
• Liaising with HMRC, solicitors, banks and stockbrokers.

Private Client Trust Manager | City of London | Leading Legal 500 | Chambers, Spears & L500 Ranked

Are you an experienced Trust Manger looking for a unique opportunity to work on a variety of high-profile matters with a drive for entrepreneurial development?

A renowned firm with a close knit, collegiate Private Client department with distinguished long-standing client relationships and exceptional service particularly well known for their work in international tax, trusts, and succession planning.

The Firm:

A highly regarded Legal 500, Spears and Chambers ranked independent law firm based in the heart of London with an esteemed reputation for its expertise in Private Client and Wealth Management, Property and Real Estate, Corporate and Commercial, and Litigation and Dispute Resolution.

The firm combines the professionalism of a top-tier practice with the personable tailored service of a boutique. Providing exceptional early exposure that accelerates the development of client relationships and professional responsibility, positioning candidates for faster career growth than typically available at larger city firms.

The Private Client team is recognised as a Chambers high net worth ranked firm with clients highlighting the team’s commitment to providing discreet and long-term advisory relationships. Particularly well known for acting for high-net-worth individuals, families, trusts and family or owner-run businesses in the UK and internationally. Representing clients in multi-million-pound claims relating to tax-advantaged film investment schemes.

Headed by an industry heavyweight managing partner who is recognised as a Chambers leading individual and Influential Private Client advisor, the firm is known for its supportive and collaborative culture. Where lawyers are encouraged to take on responsibility, develop their networks and enjoy a genuine work-life balance.

With the team expanding, there is excellent scope for ambitious professionals to accelerate their career progression, taking on increasing responsibility and shaping their professional journey rapidly.

The Role:

This is an opportunity for a Trust Manager with 5 + years’ experience in legal or financial trust management – an excellent role for someone who is keen to join a firm recognised for complex cross-border work, UK tax issues, and advising UHNW/HNW individuals and families.

You will handle a varied caseload, managing all aspects of trust administration, ensuring compliance with relevant legislation and regulations.

Acting as a primary contact for esteemed trust clients and managing these important relationships, overseeing trust investments with advisors, and preparing reports on performance and compliance. Adding significant value by ensuring client satisfaction and strengthening the firm’s reputation for excellence.

Joining a collaborative team to help deliver integrated services, support business growth, and mentor junior team members on trust administration best practices. Enhancing team capability and driving operational excellence.

The successful candidate will have the chance to work closely with senior colleagues, build relationships with an established high end client base and contribute to the continued success of the team.

What makes this opportunity stand out

• Support a high-performing Private Client practice, using your practical experience in trust management and working alongside a team of trusted specialists.
• Many clients are international families, entrepreneurs, and trustees with multi-jurisdictional assets.
• Act as the primary point of contact for high-net-worth clients, managing relationships and providing tailored trust solutions.
• Offers the “best of both worlds” with the close-knit culture of a boutique, combined with the breadth of services found at larger firms.
• Contribute to the expansion and profitability of the trust management business through proactive business development initiatives.
• Flexible, friendly, and professional working environment with genuine scope for career progression.

Requirements

• Qualifications in trust and estate management (e.g., STEP, CTA) with at least 5 years’ experience in trust management within a law firm or financial institution is preferred.
• Strong knowledge of trust law, tax planning, and investment principles, combined with excellent analytical and problem-solving skills.
• Proven ability to build and maintain strong client relationships, delivering clear, high-quality advice and exceptional service.
• Excellent communication, organisational, and time management skills, with the ability to manage multiple priorities and collaborate effectively across teams.
• High ethical standards, attention to detail, and a commitment to maintaining confidentiality in all client interactions.

This is a rare opportunity to join a prestigious firm and make your mark within a long-established and highly respected Private Client Team.

Apply now for confidential consideration or contact JMC Legal Recruitment to learn more about this excellent opportunity.

Private Client Trust Manager | City of London | Leading Legal 500 | Chambers, Spears & L500 Ranked

Are you an experienced Trust Manger looking for a unique opportunity to work on a variety of high-profile matters with a drive for entrepreneurial development?

A renowned firm with a close knit, collegiate Private Client department with distinguished long-standing client relationships and exceptional service particularly well known for their work in international tax, trusts, and succession planning.

The Firm:

A highly regarded Legal 500, Spears and Chambers ranked independent law firm based in the heart of London with an esteemed reputation for its expertise in Private Client and Wealth Management, Property and Real Estate, Corporate and Commercial, and Litigation and Dispute Resolution.

The firm combines the professionalism of a top-tier practice with the personable tailored service of a boutique. Providing exceptional early exposure that accelerates the development of client relationships and professional responsibility, positioning candidates for faster career growth than typically available at larger city firms.

The Private Client team is recognised as a Chambers high net worth ranked firm with clients highlighting the team’s commitment to providing discreet and long-term advisory relationships. Particularly well known for acting for high-net-worth individuals, families, trusts and family or owner-run businesses in the UK and internationally. Representing clients in multi-million-pound claims relating to tax-advantaged film investment schemes.

Headed by an industry heavyweight managing partner who is recognised as a Chambers leading individual and Influential Private Client advisor, the firm is known for its supportive and collaborative culture. Where lawyers are encouraged to take on responsibility, develop their networks and enjoy a genuine work-life balance.

With the team expanding, there is excellent scope for ambitious professionals to accelerate their career progression, taking on increasing responsibility and shaping their professional journey rapidly.

The Role:

This is an opportunity for a Trust Manager with 5 + years’ experience in legal or financial trust management – an excellent role for someone who is keen to join a firm recognised for complex cross-border work, UK tax issues, and advising UHNW/HNW individuals and families.

You will handle a varied caseload, managing all aspects of trust administration, ensuring compliance with relevant legislation and regulations.

Acting as a primary contact for esteemed trust clients and managing these important relationships, overseeing trust investments with advisors, and preparing reports on performance and compliance. Adding significant value by ensuring client satisfaction and strengthening the firm’s reputation for excellence.

Joining a collaborative team to help deliver integrated services, support business growth, and mentor junior team members on trust administration best practices. Enhancing team capability and driving operational excellence.

The successful candidate will have the chance to work closely with senior colleagues, build relationships with an established high end client base and contribute to the continued success of the team.

What makes this opportunity stand out

• Support a high-performing Private Client practice, using your practical experience in trust management and working alongside a team of trusted specialists.
• Many clients are international families, entrepreneurs, and trustees with multi-jurisdictional assets.
• Act as the primary point of contact for high-net-worth clients, managing relationships and providing tailored trust solutions.
• Offers the “best of both worlds” with the close-knit culture of a boutique, combined with the breadth of services found at larger firms.
• Contribute to the expansion and profitability of the trust management business through proactive business development initiatives.
• Flexible, friendly, and professional working environment with genuine scope for career progression.

Requirements

• Qualifications in trust and estate management (e.g., STEP, CTA) with at least 5 years’ experience in trust management within a law firm or financial institution is preferred.
• Strong knowledge of trust law, tax planning, and investment principles, combined with excellent analytical and problem-solving skills.
• Proven ability to build and maintain strong client relationships, delivering clear, high-quality advice and exceptional service.
• Excellent communication, organisational, and time management skills, with the ability to manage multiple priorities and collaborate effectively across teams.
• High ethical standards, attention to detail, and a commitment to maintaining confidentiality in all client interactions.

This is a rare opportunity to join a prestigious firm and make your mark within a long-established and highly respected Private Client Team.

Apply now for confidential consideration or contact JMC Legal Recruitment to learn more about this excellent opportunity.

Location: Sheffield
Salary: Competitive, dependent on experience
Contract Type: Full-time, Permanent

We are recruiting on behalf of our prestigious client an award-winning law firm with an exceptional reputation. Our clients team is recognised for delivering expert trust and tax advice to individuals, families, trustees, and business owners. As part of continued growth, our client is s.

About Golden Charter Trust

The Golden Charter Trust exists for the protection of both the plan holders who have purchased funeral plans from the plan provider, and for the funeral directors who have undertaken to carry out the funeral services in accordance with the terms and conditions of the funeral plans. The Trust invests the funds received with carefully selected investment managers in accordance with its investment strategy. Presently the Trust manages over £1.2 billion on behalf of planholders.

The Trust is managed by a Board of Trustees that comprises experienced individuals from a wide range of business backgrounds. The Board is supported by an executive team, responsible for managing the financial, legal and administrative affairs of the Trust.

The Trust is committed to the highest standards of governance, investment management, and regulatory compliance. This is an exciting and rewarding career development opportunity to join a highly respected organisation with a strong social purpose and a clear focus on protecting the interests of the Trust’s beneficiaries.

The Role

We are seeking a Head of Trust Operations – a newly created, senior leadership position reporting directly to the Executive Director to join at an important time for the Trust. The postholder will have a unique opportunity to shape the role.

This is a pivotal position, deputising for the Executive Director and providing strength and resilience. The Head of Operations will oversee governance, Trust operations, and risk management while ensuring Trustees and Committees are supported with the insight and information they need to make effective decisions.

The Trust is looking to recruit an individual with the capabilities, experience and attitude to develop the Trust’s compliance and control environment and be comfortable with evolving responsibilities.

The role also carries line management responsibility and requires close engagement with the Board, third party service providers and other key stakeholders.

Key Responsibilities

• Board & Executive Leadership – guide Trustees on their obligations under the Trust Deed, support the Chair and Committees, and lead the Executive Team in delivering operational improvements.
• Investment Operations – support the Investment Strategy Group in oversight of the control environment and in managing relationships with investment advisors, investment managers and with the appointed actuary.
• Compliance & Risk Management – maintain robust corporate governance standards, liaise with external counsel and regulatory authorities, and ensure adherence to regulatory requirements.
• Leadership – promoting a culture of excellence, collaboration, and compliance across the Trust. Deputise for the Executive Director, bringing strength and resilience to the team.

Candidate Profile

We are looking for a proven leader with the following skills and attributes:

• Degree educated with a relevant professional qualification (or equivalent industry experience).
• A track record in governance, compliance, and reporting within financial services.
• Strong financial expertise with proven experience in investments and asset management.
• Ability to think strategically while delivering operationally.
• Excellent communication skills, able to engage confidently with Trustees, external advisors, regulators, and a wide range of stakeholders.
• Experience managing teams, implementing controls, and driving organisational change.

How to Apply

To request the detailed Candidate Brochure, or to arrange a confidential discussion, please contact Michael Dickson or Megan Shearer at:

+44 (0)

Part-time, hybrid role – ideally based in East Anglia.

The Felix Thornley Cobbold Agricultural Trust, established in 1909, is a long-standing charitable organisation committed to advancing and improving agriculture in East Anglia. Their mission is to educate farmers and young people in agricultural methods, developments, and techniques. They achieve this by awarding grants to individuals, organisations, and charitable bodies, with a strong focus on projects that support education, research, training, sustainability, and innovation in farming.

The Trust has supported everything from professional qualifications and postgraduate research to equipment funding and community-based projects. They are rightly proud of their role in strengthening agriculture in Suffolk and the surrounding counties, ensuring the sector continues to thrive for future generations.

The Role

They are seeking a BOARD & TRUST ADMINISTRATOR  to manage the day-to-day affairs of the Trust and provide vital support to the Trustees in delivering our charitable objectives. This is a pivotal and varied role, requiring a blend of organisational, financial, and communication skills. As Administrator, you will:

• Act as the primary point of contact for applicants, grantees, Trustees, and partner organisations.
li>Manage the grant application process, from initial enquiry through to Board presentation and post-award monitoring.
• Organise and support Trustee meetings, including preparing agendas, collating and distributing papers, taking minutes, and following up on agreed actions.
• Prepare budgets, financial reports, and records, ensuring accurate information is available for quarterly meetings and annual accounts.
• Maintain compliance with governance, reporting, and data protection requirements.
• Support the Trust’s wider profile by ensuring activities are well-documented and aligned with its charitable mission.

This is a hands-on opportunity to make a meaningful difference, ensuring the Trust continues to operate smoothly and effectively while maximising its positive impact on agriculture in the region.

About You

We’re looking for someone who is:

• Highly organised, self-motivated, and able to work independently.
• An excellent communicator with strong interpersonal skills.
• Confident with IT systems (Microsoft Office essential) and digital communications.
• Good knowledge of accountancy with experience in preparing budgets, reports, and financial documentation.
• Knowledgeable about agriculture or with a strong interest in the rural sector.

Practical Details

• Hours:  Part-time, flexible (to be agreed, approx. 2–3 days per week).
Location:  East Anglia. Hybrid working with in-person attendance at quarterly Board meetings and site visits as required. li>Salary:  Competitive, commensurate with experience.