Responsibilities
- Engage with clients to understand their estate planning needs and objectives.
- Analyse complex family and financial situations to determine appropriate estate planning and trust strategies.
- Draft wills, trusts (including discretionary, life interest, and bare trusts), and other estate planning documents tailored to each client's individual circumstances.
- Provide expert guidance on the creation, administration, and taxation of trusts, ensuring compliance with legal and regulatory requirements.
- Advise clients on the implications of trust structures for asset protection, succession planning, and tax efficiency.
- Review and revise existing wills, trusts, and estate planning documents as necessary to accommodate changes in clients' circumstances or the law.
- Collaborate with financial advisors, and other professionals to develop comprehensive estate and trust planning solutions for clients.
- Handle the administration of trusts, ensuring proper management and distribution of assets in line with settlors’ intentions.
- Maintain confidentiality and discretion when handling sensitive client information.
- Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery.
Requirements
- Solicitor with a minimum of 3+ years PQE
- Experience in drafting and advising on complex wills, trusts, and estate structures
- Experience in trust administration
- Excellent verbal and written communication skills
- Confidence and passion to develop our offerings in this area
- Ability to explain complex legal concepts in a clear and understandable manner
- High levels of compassion, discretion, and care
- Strong active listening skills to understand clients’ unique needs
- Ability to thrive in a dynamic and fast-paced start-up environment
Nice to Have
- Full TEP membership
Benefits
- Octopus share incentive scheme.
- Hybrid working (London Bridge).
- Flexible holiday + extra day off for your Birthday.
- Work from anywhere in the world for up to 4 weeks per year.
- Vitality Health & Life Insurance.
- Pension scheme.
- Enhanced parental leave.
- Free Will & LPAs + discounts on other Octopus services.
- Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
- Octopus Giving: we match any charitable fundraising that you do up to £500.
- Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
- Dog friendly office.
- Breakfast every day, snacks and wellness activities.
Work Arrangement
Hybrid
