Trust Advisor

Taylor Emmet: We are an Award-Winning firm of solicitors built on trust, expertise, and innovation. A law firm of innovators and forward thinkers, we’re constantly developing new ways to provide our clients with first class service every single time. Our Approach: Taylor Emmet tailors their approach, cuts out the jargon and carefully guides their clients on their legal journey. Our tried and tested method works. So, that’s why. We listen carefully to what our clients want to achieve. We will work with you to deliver a no-nonsense solution. We are committed to pursue the delivery of great results. Our Values: We live by our values in every stage of our interactions, both with our colleagues and with our clients: Community Approachability Excellence Integrity The role: As a Trust Administrator, you will be responsible for the efficient and compliant administration of trusts established by our clients. Manage a full existing case load Handle trust and tax advice work for private clients and build and develop your own case load. Deliver high standards of client care and a first-class customer experience. Work commercially which is reflected in your case management and outcomes. Work collaboratively as part of a team. Achieve and deliver key outcomes both for the client and the firm. You will have greater autonomy for your own caseload and will begin to further enhance your own leadership qualities for the benefit of your personal development, your clients and the firm. Department Specific: Compliance Work: Compile comprehensive annual trust accounts in accordance with regulatory standards and firm guidelines. Prepare and submit accurate annual trust and estate tax returns, including R185s and other ancillary reporting requirements. Ensure timely payment of tax liabilities in adherence to HMRC deadlines. Manage the de-registration process for trusts on the HMRC Trust Register as needed. Regularly update and maintain the HMRC Trust Register, ensuring compliance with all regulatory requirements. Prepare and submit Inheritance Tax Returns (IHT100) with precision and attention to detail. Handle the timely submission of Capital Gains Tax Property (60 Day) Reports in compliance with regulatory timelines. Maintain meticulous internal records related to trust compliance activities. Facilitate the opening and ongoing maintenance of trust bank accounts. Advice Work: Provide legal advice on trustees' duties and obligations, offering guidance on the exercise of dispositive powers across various trust types. Assist in the formulation and review of Trustees Investment Policy Statements to ensure alignment with legal and regulatory requirements. Offer advice on the management of trust assets, including strategies for diversification. Provide expert advice on the application of Income Tax, Capital Gains Tax, and Inheritance Tax to trusts and estates. Draft and review various ancillary trust documents, including deeds of appointments, retirements, and other necessary legal instruments.

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