Trust Manager

About The Role

We are seeking a detail-focused and client-driven Trust Manager to join our Private Client Legal team. This is an excellent opportunity for an organised and proactive individual to get involved in managing a diverse portfolio of trusts, working closely with experienced fee-earners.

This role offers hybrid working and can be based in either our Leeds or Nottingham office.

Key Responsibilities

• Trust setup and lifecycle administration
  • Prepare and execute trust deeds and other documents and liaise with clients, beneficiaries, trustees, and third parties.
  • Manage day-to-day administration of trusts, including distributions, capital and income accounts, and record‑keeping.
• Compliance and governance
  • Ensure trust activities comply with relevant legislation (including the Trustee Act, CGT, IHT, and anti-money laundering standards).
  • Maintain accurate regulatory and internal compliance records; support KYC/AML checks for new and ongoing matters.
  • Assist with regulatory filings (e.g. Automatic Exchange of Information, FATCA/CRS and the Trust Registration Service), annual accounts, and tax-related reporting, including trust and estate tax returns and inheritance tax returns.
• Financial management
  • Manage banking arrangements, liaising with investment managers, and cash flow forecasting for trust funds.
  • Liaise with accountants and tax advisers to prepare and file trust tax returns, annual accounts, and statutory documents.
• Client service
  • Build and maintain strong working relationships with clients, beneficiaries, trustees, professional advisers, and internal teams.
  • Provide timely, accurate, and clear communications on matters, including statutory deadlines, distributions, and administrative changes.
  • Support client meetings, prepare agendas and meeting notes, and follow up on action items.

Our Ideal Person

• A strong background in UK trust administration or related probate/estate management (2+ years preferred).
• Solid knowledge of UK trust law, taxation (IHT, CGT, income tax), and regulatory requirements.
• Experience with trust accounting, banking, investments, and financial reporting.
• Excellent organisational and project management skills with close attention to detail.
• Strong written and verbal communication, with the ability to explain complex matters clearly to clients.

We reserve the right to close this vacancy early if we receive sufficient applications.

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