Partner – Trust, Tax and Estates

Role Overview

• Leading on a broad range of trust, tax and estate matters, including succession planning, complex wills, trusts structuring and administration, and advising high-net-worth individuals, families, fiduciaries and charitable bodies.
• Effectively manage an individual caseload, and delegate to and provide supervision to more junior members of the team as required.
• Playing a key role in the growth and development of the Cambridge offering, contributing to the strategic direction of the Trust, Tax and Estates team.
• Foster a culture of learning, collaboration, and high performance across the team.
• Work in a collegiate and collaborative way within an immediate Team and wider Firm environment.
• Build and maintain strong client relationships to generate new work and retain existing clients.
• Contributing to business development, profile‑raising and strategic growth of the team.
• Communicate promptly and effectively both internally to colleagues and externally to clients.
• Continuing your professional development and staying updated with legal developments in the field.
• To carry out your work for both colleagues and clients to the highest possible standard, having regard to the Firm’s standards, procedures and core values.
• To attend and be involved in preparation for marketing and business development events and activities.
• Ensure compliance with regulatory and professional standards.
• Drive profitability and efficiency while maintaining quality of service.
• Feed into the budget process annually and take responsibility for the financial performance of the Trust, Tax and Estates team.
• Mentoring and developing junior lawyers and associates

Requirements

• The candidate will have extensive experience working as a solicitor with Trusts, Tax and Estates, in particular matters of HNW clients.
• Strong technical expertise across a broad range of private client matters, with the ability to lead on complex work.
• Previous experience of pro-active business development and marketing; ability to demonstrate generation of new revenue streams and be able to promote the firm and cross-sell other specialisms internally and externally.
• Candidates should be well-organised, technically proficient and a leader.
• Have excellent communication skills, addressing any potentially difficult conversations promptly and with skill.
• Proven experience in independently managing a caseload, demonstrating strong organisational skills and good financial hygiene (e.g. accurate time recording, billing discipline, and cost awareness).
• Existing connections or networks within the Cambridge or wider East Anglia market.
• Experience of supervision and development of other team members.
• Strong stakeholder engagement skills and confidence to challenge constructively and offer alternative approaches.
• Solutions focused approach with drive to improve processes and outcomes.
• Strong organisation skills, taking full ownership of tasks and ensuring delivery within agreed deadlines.
• Excellent written and verbal communication skills, with the ability to convey ideas and influence decision-making effectively.
• Adaptable approach in managing workload and supporting others.
• Ability to work collaboratively and team-first attitude.

Benefits

• Competitive salary
• Profit Share Scheme
• Cycle to work scheme
• Private Medical Insurance
• Life assurance (4 x salary)
• Pension scheme
• 33 days holiday (in addition to statutory UK holidays)
• Additional day allocated for CSR activities per annum