Job Description
Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Trust & Estates Tax Advisor. (This role is offered on a part time remote or hybrid basis) The Company This modern, forward-thinking practice has 2 offices in Warwickshire and has been growing both organically and via acquisition at a good pace for several years. Originally established in the 90s, this firm now employs over 40 staff and offers a comprehensive benefits package including remote / hybrid working. The Role This role could be offered on a part or full time basis. Responsibilities include:
* Provide bespoke Inheritance Tax planning advice, including the use of exemptions, reliefs, gifting strategies, and business property relief
* Assess client's circumstances to recommend appropriate wealth structures, such as trusts or family investment companies
* Identify and implement legitimate tax planning opportunities for individuals and business owners
* Advise on and manage the ongoing implications of trust structures, including the 10-year periodic tax charge and exit charges
* Maintain accurate records and prepare detailed, clear client reports and financial planning documents
* Keep up to date of legislative changes and HMRC guidance that affect clients' tax and estate planning
What are we looking for?Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies. Benefits:This role could be hybrid or remote, full or part time. Benefits include 35 days holiday. Considerable bonus What now? If you are a Personal Tax Advisor please apply straight away. We would love to chat with you in confidence.