Private Wealth Senior Associate

Company: JMC Legal Recruitment
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Tax, Trust & Succession Senior Associate | 5+ Years PQE | Bristol

The firm is consistently awarded the top accolade in the Chambers High Net Worth rankings, and holds STEP Platinum Employer Partner accreditation. The private client practice is one of the pillars of the business, with the Bristol office forming part of a national team that works collaboratively across all four main locations, sharing work, knowledge, and clients.

The work

You will advise individuals, families, trustees, and business owners on the full spectrum of private wealth matters. The team’s recent instructions give a flavour of the variety:

  • Advising trustees of a family trust on transferring land to the next generation while mitigating future inheritance tax
  • Working alongside the strategic land team to structure a landowner’s holding ahead of a promotion agreement
  • Pre-arrival planning for a non-UK domiciled executive moving to the UK on secondment, coordinating with Italian advisers
  • Restructuring an offshore trust and underlying company holding UK property, with beneficiaries in South Africa, Australia, and the UK
  • Advising a UK/US couple on their estate planning, including reviewing a lifetime revocable grantor trust
  • Administering an estate with significant farming-related assets and advising on APR and BPR claims

About you

You are a private client lawyer with at least five years’ post-qualification experience, focused on protecting wealth, estate planning, and estate administration. You are comfortable taking responsibility quickly and you understand how to meet both financial and non-financial targets. You are technically strong but commercially minded, able to deliver advice in a way that reflects the client’s objectives, not just the letter of the law.

Apply now for a confidential conversation.

Posted: July 9th, 2026