Trust Tax AD/Director - London

My client, a leading Private Wealth firm, is seeking an experienced Inheritance & Trust specialist to join their growing Private Client team at Associate Director or Director level.

This is an advisory-focused role working across UK and offshore trusts, estates and private charities. The successful candidate will lead complex inheritance tax and succession planning projects for multi-generational families, entrepreneurs and owner-managed businesses.

• Lead advisory projects on trusts, estates and inheritance tax matters

• Provide technical expertise to the wider Private Client team

• Oversee tax planning and compliance for UK and offshore trusts

• Review trust accounts and associated tax implications

• Work closely with trustees, wealth advisers and senior client stakeholders

• Supervise and develop junior team members

• Support business development initiatives

• Consult with Partners on complex technical and risk matters

• Strong private client tax experience gained within practice

• In-depth technical knowledge of Trusts and IHT

• Experience advising on succession planning for multi-generational families

• Experience reviewing trust accounts

• Confident engaging with senior stakeholders

• Staff management experience

• CTA and/or STEP qualified

• Degree educated

Excellent opportunity for an established AD/Director looking for a high-level advisory role within a highly regarded Private Wealth team.

Please reach out to me for more info!

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