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Trust & estate planner

Kenilworth
The HR Consultants
Planner
Posted: 6 January
Offer description

Job description: Trust & Estate Planner (Part-Time, 3 Days Per Week) Kenilworth, Warwickshire £60,000–£70,000 pro rata + Bonus + Excellent Benefits Bernard Rogers & Co, a respected, long-established, family-owned practice, is seeking an experienced Trust & Estate Planner to join their warm and values-led team in Kenilworth. Established in 1993, the firm has grown steadily by focusing on long-term client relationships, technical excellence, and a genuinely supportive environment. With a team of around 35, a modern and collaborative culture, and an emphasis on quality over volume, this is a rare opportunity to join a stable and trusted advisory practice with a strong family ethos. This role is ideal for a technically competent private client tax or estate planning professional who thrives in a hands-on advisory environment and enjoys working closely with clients to deliver tailored, strategic solutions. The Role Working three days per week, you’ll provide specialist advice on: * Inheritance Tax (IHT) planning, exemptions, reliefs, and gifting strategies * Trust structures, including management, charges, and compliance * Wealth structuring such as family investment companies * Long-term estate planning for individuals, families, and business owners * Identifying legitimate tax planning opportunities * Producing clear, in-depth client reports and recommendations You’ll ...

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