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You will be updated with latest job alerts via email Providing bespoke estate planning advice to mid to HNW clients
Preparing complex Wills for mid to HNW clients
Preparing Lasting Powers of Attorney for mid to HNW clients
Dealing with the administration of taxable and nontaxable estates
Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
Advising executors and trustees on the taxation compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
Advising trustees of their duties obligations and powers available to them from the terms of the settlement statute or case law
Providing business succession planning to business owners including sole traders partners and shareholders
Providing support and advice to members of the team on more complex matters in particular trusts taxation and estate planning
Attending networking events to build firm reputation and develop professional connections
8 years PQE
Experience preparing selfassessment tax returns
SFE and/or STEP membership (highly desirable)
Excellent attention to detail organisational and communication skills
Great time management skills
Selfmotivated outgoing and proactive
Professional and works well both independently and in a team
Calm under pressure
Full Time