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Trust & Tax Manager - Global Legal Group - Remote/Office Hybrid - Based in Cheltenham, Gloucestershire - Hays Your new company Hays Accountancy & Finance are partnering with a successful & established International Legal Group to recruit a dynamic & experienced Trust & Tax Manager. This is a fantastic opportunity to manage a high-quality portfolio of trusts, oversee a growing team, and work with an excellent client base. The role is offering a competitive salary & benefits package, based in central Cheltenham, Gloucestershire. Remote/Office hybrid working, flexible working pattern & open to both full-time and part-time applicants. Ideally, you will be experienced in trust accounting, tax processes & preparing accounts, with experience in a similar role - open to professionals looking for a move out of accountancy practice. A unique opportunity where you can really add value with future progression opportunities. Your new role Your key duties will involve managing a complex portfolio of domestic trusts and trust structures for a high-calibre client base. Proactively managing, mentoring, and supervising a team of Trust Professionals, ensuring they gain exposure to varied work and progress their careers. Delivering and implementing complex trust and estate planning advice, covering tax and trust law matters. You will oversee and contribute to the preparation of annual trust accounts and tax returns, plus personal tax compliance. Calculate Inheritance Tax liabilities, overseeing preparation of IHT returns; liaising with HMRC as required. You will monitor trust investment performance, prepare/review trustees investment policies, ensure effective financial management, along with overseeing trust reporting. You will participate in client meetings and liaise independently with clients, beneficiaries, banks, investment managers, valuers, and accountants. What you'll need to succeed To be considered for this unique Trust & Tax Manager role, you will need experience in a similar position, strong technical knowledge of Trust accounting & related policies, tax experience, along with knowledge of preparing accounts. Excellent organisational skills to manage workloads to meet deadlines, adaptable to business needs, along with being a proactive problem solver. You will have exceptional communication skills to build external relationships at all levels & with internal management, teams & related parties. You will be a confident manager or team leader, who can develop, support & guide team members. Ideally, you will be ACA/ACCA/CTA qualified or STEP qualified. What you'll get in return This permanent Trust & Tax Manager role offers a competitive salary, dependable on experience, and is based in Cheltenham, Gloucestershire. Open to both full-time and part-time applicants. Remote/office hybrid working is offered, parking on-site, flexible working hours, a bonus scheme, contributed pension scheme, development opportunities, private health care & further group benefits. A great opportunity to join a global legal group to really add value within the private client trust department, overseeing a team. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. # 4781667

We are partnering with a leading London-based UK wealth management firm, which has an exciting opportunity at its new UK office. We are seeking an experienced, self-motivated, client-focused Wealth Planner to help build and grow a regional presence while delivering high-quality financial planning advice. The Wealth Planner will be accountable for providing advice across all key areas of financial planning, with a focus on retirement and estate planning. They will provide regulated financial advice to the firm's clients, ensuring exceptional service, work closely with Investment Managers to identify growth opportunities, manage cases via a financial planning CRM, and oversee a Wealth Planning Administrator. Key Responsibilities • Deliver expert, compliant financial planning advice, focusing on retirement and estate planning, • Build and maintain strong client relationships, • Collaborate with Investment Managers to support business growth, • Manage workflow and case progression in CRM systems, • Stay up to date with technical and regulatory changes, • Enhance client propositions and internal processes About You • Degree educated (2:1 or above preferred), • Ideally CII Level 6 qualified; candidates a few exams short will also be considered, • Minimum 2 years’ Financial Planning experience, • Chartered Financial Planner with advanced pensions qualifications (e.g., AF3), • Experience advising High Net Worth clients, • SPS holder or eligible Strong technical knowledge with a commercial mindset, • Confident communicator with excellent presentation skills, • Proficient in Microsoft Office (Excel) and financial planning CRM systems, • Client-focused, proactive, and professional with a positive attitude This is an excellent opportunity to join a growing team, make a meaningful contribution, and further your career in Wealth Planning.

Private Client Solicitor – Associate / Senior Associate Cheltenham A fantastic opportunity has arisen for a Private Client Solicitor to join a leading national law firm at Associate or Senior Associate level. The firm is widely recognised in the Legal 500 and has been named a Times Best Law Firm. The successful candidate will be joining one of the UK’s largest and most respected private client teams, advising high‑net‑worth individuals, business owners, agricultural families and clients with international assets. The team includes a significant number of STEP‑qualified specialists and has a growing reputation for advising private family charitable trusts. The Role • Advising on a broad range of private client matters including wills, probate, trusts, LPAs, estate administration and tax planning, • Working closely with highly experienced partners and collaborating with over 100 private client specialists nationwide, • Maintaining strong technical knowledge and sharing expertise across the team, • Supporting business development through networking, marketing and cross‑team collaboration, • Building long‑term client relationships and delivering an excellent client experience This is a great opportunity to work on stimulating, high‑value matters while developing your expertise within a supportive and ambitious team. Candidate Requirements • 2–7 years’ PQE in private client work, • STEP qualification or working towards it (preferred), • Strong technical knowledge and excellent drafting skills, • A collaborative, client‑focused approach, • Ability to build and maintain strong internal and external relationships, • An interest in mentoring and supporting junior colleagues Why Join? • A highly ranked, award‑winning national firm with a strong reputation for quality, • Early responsibility, autonomy and clear career progression pathways, • High‑quality, varied work for an impressive client base, • Excellent benefits including private medical insurance, bonus scheme, enhanced leave, wellbeing perks, pension, EV scheme and more For more information about this role please contact Hannah Somers at Chadwick Nott. (t) 0117 917 1929 (m) 07435 943574 (e) hannahsomers@chadwicknott.co.uk

An excellent opportunity has arisen for a Private Client Solicitor, Legal Executive or experienced fee earner to join a long-established and highly respected Cheltenham firm with a genuinely strong reputation across Gloucestershire. This is a fantastic opening for somebody looking to join a traditional, collaborative practice that continues to see a strong influx of quality work, with long-term progression available as part of the team’s future planning. A senior member of the department is looking to gradually reduce their hours ahead of retirement over the next couple of years, creating a real opportunity for somebody to establish themselves within the team and become a key part of its future. The role will involve a varied caseload including: • Wills, • Probate and estate administration, • Trusts, • Lasting Powers of Attorney, • Some Court of Protection work The Private Client team is well structured, wit fee earners supported by dedicated assistants, allowing lawyers to focus on delivering quality client service and handling more complex matters rather than becoming overloaded with administration. The firm offers a very different environment to larger corporate practices. There is a genuinely personable and traditional feel, with strong local roots, loyal clients and a collaborative culture where people tend to stay long term. The work is high quality, often involving longstanding relationships with individuals and families across the region. This role would suit somebody who enjoys building client relationships, handling complex private client matters and working within a supportive but independent environment. If this sounds of interest and you'd like to find out more, please get in touch: megan.keyworth-wright@oculuslegalgroup.com 07771357113

A leading UK law firm in Cheltenham is seeking a Senior Planning Lawyer with over 8 years PQE to join their respected Real Estate team. This role offers the chance to manage complex planning law matters and lead a team.

You will focus on retirement and estate planning, collaborate with Investment Managers, and manage client relationships effectively.

Executive Administration Support Of Property Portfolio • Experience in residential property management,property administration,estate agency would be desirable, • Managing emails,drafting correspondence and responding professionally, • Co-ordinating documentation for residential planning and development projects, • Preparing and updating Excel spreadsheets for project tracking, • Organising and maintaining structured digital filing system, • Tracking tasks, deadlines and follow up across multiple property developments, • Assisting with diary coordination,appointments and meetings for the Director, • Liaising with Lettings Agents regarding tenancies, renewals and compliance, • Tracking rent, arrears and service charge matters alongside the acoounts team Experience using Outlook, Sharepoint and Excel is essential

The title might look the same but life at Hedges is definitely not. We know the challenges that face most Solicitors in-practice which is why we transformed the outdated model of legal services by putting ownership in the hands of those who deliver them. At Hedges Law , every case, every client and every decision is powered by people who are personally invested in long-term success. We also understand what motivates Private Client Solicitors, and we know there are so many of you out there who are Undervalued, Not Appreciated, Deflated & De-Motivated by low-value work, low fixed-fees that are imposed on you, archaic practices, out-dated management, slow IT & even slower career progression. And you're precisely who should read on now... At Hedges our people are: • Empowered (everyone really does have a voice) • Valued • Challenged by high-quality work for HNW clients • Set-off at the right pace • Nurtured and developed • Accelerated (faster career progression) • Paid what they are worth Fancy a confidential coffee and chat (virtually)? Ok, back to being different… We may have a 235-year heritage as a Private Client Legal Practice , but that doesn't mean we're a stale, dull & oppressive law firm like so many others. No chance. Whilst we love and embrace our heritage and history, we've evolved this firm with the times to become a truly 21st century business: making it our job to innovate, excite, and ensure that when future generations look at our pictures lining the wall, not only can they see what a terrific, friendly bunch we are, BUT that we were also the 'dream team', the mavericks, the leaders in the field, the game-changers: those who kept moving Hedges forward and relevant, making it one of the most beautifully different law firms of its time. Word on the street: "City Firm Quality exported to Oxfordshire & The Cotswolds". Last year was our biggest revenue year yet, and we have ambitious and exciting plans for the future - there's still so much to do and achieve, and we're not happy unless we're pushing boundaries… So, how about you come and be a part of our future and us a part of yours? The Role at a Glance Private Client Solicitor 3 days in one of our offices in Oxfordshire / Cotswolds Negotiable - how much do you want to earn? Plus Extensive Benefits Including Company Profit Share Full Time - Permanent 35 hours P/W Your Skills: Best-in-class Inheritance & lifetime planning advice. Drafting complex Wills. Creation and administration of Trusts. Estate planning and Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Product / Service: Highly-Respected Private Client Law Practice for High Net Worth Individuals Clients: Interesting, creative, affluent & uber-successful HNW Culture: Inspiring working environment with people-focused culture Structure: Limited company. Part Employee Owned (1 of only 25 such law firms in the country) Team Size: 50 awesome colleagues! Want a change of lifestyle? Work your way. Due to exceptional demand, we're expanding our Inheritance & Lifetime Planning team with aspirations to become the #1 firm in Oxford & the Cotswolds, and you will play a key role in that. Work from home, from the office or a mix of the two (ideally 2/3 days a week). And if you're ready to swap the gritty city routine of London for the beautiful rolling hills, stunning architecture and calm of Berkshire / Oxfordshire / Cotswolds, Hedges is the place to be. Slow the pace, switch out the dirty commute for a dog walk, bike ride or nature ramble. With plenty of green space for you (and the family), wonderful schools, a lively and vibrant scene and the likes of Daylesford, Diddly Squat Farm, Bamford, Soho Farmhouse, Estelle Manor & Cornbury Festival and scores of the best foodie pubs in the country on your doorstep, the most amazing lifestyle awaits. We'll spare you the list of accountabilities, we'll happily chat about later. About You: • Qualified Solicitor (3-5years PQE) • Able to deliver high quality legal services with high client care • Extremely organised and possess great time management skills • Warm • Personable • Always seeking continued learning and self-development • Excellent IT skills and have strong desire to learn new ways of working • Positive, optimistic, hardworking and possess a can-do attitude • Able to embrace team working and have a keenness to help colleagues • Professional in appearance and behaviours with high confidentiality • You will have a strong desire to embrace new technologies and a STEP qualification would be highly desirable (which we would support if required) Benefits: • 25/28 days annual leave plus statutory holidays dependent on position • Life Insurance • Flu Vouchers • Company pension • Profit sharing • Salary Sacrifice • Free parking at our office in Wallingford • Paperless Technology: to make your life easier • Coaching & Personal Development • Culture: Inspiring working environment with people-focused culture • High Pedigree Team If you're ready to be more than just a fee-earner • to be an owner, a leader and part of something genuinely different - then Hedges is waiting. Let's start with a confidential coffee (or tea) and an honest conversation. Application notice... We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details. TPBN1_UKTJ

Residential Property & Development Coordinator (Portfolio & Operations) Location: Cheltenham Job Type: Full-Time We are a fast-moving property investment and residential development business supporting multiple planning and development projects, alongside the active management of a large residential rental portfolio. This role works closely with the Executive Assistant and Director, supporting administration across residential planning applications, property development, construction, and day-to-day portfolio management. This is not a traditional corporate office role. The position is based in a small working office within the Director’s home in Cheltenham and requires someone who is organised, practical, calm under pressure, and able to work independently. We are open to flexible working arrangements, including part-time roles or a job share for the right candidates. The position may also be structured across two individuals depending on experience and availability. The Role This is a varied position combining: • Executive administration support, • Property development coordination, • Hands-on involvement in managing a residential rental portfolio (400+ units) You will help keep projects, communications, and documentation organised while supporting the Executive Assistant and Director across multiple operational and administrative areas. Key Responsibilities • Support the Executive Assistant and Director with day-to-day administration and organisation, • Manage emails, draft correspondence, and respond professionally where appropriate, • Coordinate documentation for residential planning and development projects, • Maintain structured digital filing systems for property records and development projects, • Prepare and update Excel spreadsheets for tracking and administration, • Coordinate communication between consultants, planners, and contractors, • Track tasks, deadlines, and follow-ups across multiple projects, • Prepare documents, reports, and project updates, • Assist with diary management, meetings, and appointments, • Support travel arrangements and bookings, • Assist with occasional personal administrative tasks, • Ensure all property and project information is organised and up to date, • Support smooth day-to-day office operations Property Management Responsibilities • Assist in the management of a residential rental portfolio (400+ units), • Support oversight of the portfolio alongside the Executive Assistant, • Liaise with letting agents regarding tenancies, renewals, and compliance, • Coordinate maintenance works and track completion, • Monitor property compliance (Gas, EPC, EICR, licensing, etc.), • Assist with tenancy documentation and record keeping, • Track rent, arrears, and service charge matters with the accounts team, • Support issue resolution between tenants, agents, and contractors, • Maintain accurate digital property and tenancy records Working Environment This role is based in a small office within the Director’s home in Cheltenham. We operate as a collaborative team where everyone contributes to maintaining a professional and organised workspace. This includes: Keeping the workspace tidy Managing kitchen items used during the day Assisting with basic office housekeeping (bins, recycling, etc.) This position suits someone who is practical, organised, and comfortable working in a smaller team environment. About You Calm and organised under pressure Comfortable managing large volumes of information Confident using Outlook, SharePoint, and Excel Able to prioritise tasks independently Comfortable working with direct instruction from senior staff Practical, reliable, and proactive Desirable experience: Residential property management, lettings, or block management Property administration, estate agency, construction, or planning environments Salary £30,000 – £35,000 (depending on experience) Working Pattern We offer flexibility and can accommodate: Part-time applicants School hours Job share arrangements Some overlap with core working hours will be required. Recruitment Process Shortlisted candidates will complete a short practical skills exercise during the interview process, using: Outlook SharePoint Excel This is to assess organisational and administrative capability. How to Apply Please send your CV. Also include a short covering note explaining: How you organise large volumes of emails, documents, and information Why you are suited to a fast-paced property development environment

A leading legal practice in the UK is seeking a Private Client Lawyer to join their Wills and Probate team.They are looking for both a Junior (3+ PQE) to manage their own caseload and a Senior (5+ PQE) to handle complex cases while mentoring juniors.This opportunity offers hybrid working, options fo

A leading law firm in the UK is seeking a Private Client Solicitor to provide legal advice to high-net-worth clients.The ideal candidate should have 1-10+ years of experience in private client law and strong communication skills.Responsibilities include managing probate cases, drafting legal documen

BWF Legal Recruitment is seeking a Private Client Solicitor or Legal Executive in the United Kingdom to take over a rewarding caseload of Wills, Trusts, and Probate matters.This role offers a long-term opportunity with potential department leadership and the chance to attend networking events.The fi

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An established industry player is seeking an experienced Private Client Solicitor to join their Brighton office.This role offers the opportunity to deliver exceptional legal services to a growing clientele while engaging in marketing events and fostering client relationships.The firm emphasizes a fl

Private Client Solicitor to join the team, providing exceptional inheritance and lifetime planning advice to high-net-worth clients.

This role offers a chance to manage a varied caseload of private client matters, including wills and estate administration, while enjoying the benefits of hybrid working.

A leading UK estate planning firm is seeking a Self-employed Estate Planning Consultant to provide expert legal guidance and assistance to clients. Ideal candidates will have proven experience in estate planning and interpersonal skills to effectively communicate complex legal concepts.

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A leading estate agency brand in the UK is looking for experienced estate agents to become Territory Managers. Join us and help shape the future of estate agency. Suitable candidates will have a strong background in estate agency, exceptional customer service skills, and the drive to succeed.