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 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?...