Solicitor - Tax, Trusts and Commercial Law

06 Jul 2021
27 Jul 2021
Contract Type
Full Time
Vitality, Solicitor - Tax, Trusts and Commercial Law - Technical Consultant on Tax and Trusts, London, GBPCompetitive + Bonus + Benefits
We're the UK insurer and investment provider that rewards people for positive lifestyle choices. With 1.25m+ UK members and more than 25m globally, we're out to make the world a healthier, happier place.
That applies as much to our people as it does to our members. So, as well as a highly competitive pay package, you'll enjoy: Free places to Vitality sponsored run events, online fitness classes and wellbeing workshops, competitions to win tickets to top-flight sporting events, health checks and access to our full range of partners and rewards.
It's what we call offering shared value, because a healthy, happy team is good for us, good for our members and good for you.
As our Solicitor - Tax, Trusts and Commercial Law, you'll get the benefits our members enjoy, including:
- Our award-winning private Vitality Health insurance + wellness incentive programme
- Access to The Vitality Programme - Apple Watch, Waitrose and Partners, Garmin, Amazon Prime, Champneys Spa days, Rakuten TV and half-price gym memberships to name a few!
- Personal health fund + Life Assurance
- Stakeholder Pension Plan with employer contribution
- 25 days annual leave + Bank holidays + option to buy and sell 5 more
- Flexible benefits package
- Internal incentives, competitions, and awards - a chance to win football and sports tickets or even be in with a chance to have a holiday of a lifetime
- A genuine opportunity to grow and establish a long-term career
As our Solicitor - Tax, Trusts and Commercial Law , your main purpose will be to deliver high-quality legal services to stakeholders and support teams within the business. A significant part of the role is to provide technical advice on trusts and tax, as well as day to day support to various business areas on trusts, tax and related legal queries.
Key accountabilities of our Solicitor - Tax, Trusts and Commercial Law will involve:
- Building and maintain relationships with the sales team (FDs, BCs, NAMS and KAMs) brokers, the Business Protection team and management
- Providing day-to-day technical assistance to Business Consultants and Financial Advisers on trust completion, IHT treatment of premiums/multiple trusts and BP related queries throughout the application and trusts process
- Providing technical assistance to the Claims team on intestacy, grant of probate, appointment trustee, validity of trusts, speeds claims process, insolvency and EPAs/LPAs/deputy orders issues
- Providing technical assistance in reviewing and drafting letters to customers on issues of non-disclosure, misrepresentation and fraudulent claims
- Providing technical advice and input into the company's claims philosophy and strategy
- Providing technical assistance to the SA and UK Operations teams on trusts documents and IHT treatment of plans in trust
- Providing technical assistance to the Underwriting team on residence/domicile and insurable interest issues
- Being proactive in writing articles for VitalityLife's Technical Marketing/Insights publication on legal updates and markets trends on IHT and trust-related issues including annual Budget and Autumn Statements
- Providing IHT and trust input on product development and prepare trust and estate planning
- Owning and maintaining the company's trust and Business Protection related literature
- Proactively identifying areas for improvement with the trusts process
- Assisting with broker risk and insolvency work
- Assisting with the drafting and preparation of some commercial and distribution agreements
What we're looking for in our Solicitor - Tax, Trusts and Commercial Law :
- A university graduate
- A practising Solicitor - Tax, Trusts and Commercial Law or Barrister with a current practising certificate
- Technical experience advising on tax and trusts
- Experience presenting on technical issues and processes
Closing Date: Monday 26th July 2021
Working for Vitality, you will experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best.
Our people are chosen for their skills, knowledge, enthusiasm, and attitude but above all, their belief that anything can be achieved.
If you feel you have the skills and experience to become our Solicitor - Tax, Trusts and Commercial Law , then please click 'apply' today

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