Job Description
Job title
Estate Manager
Department
Private Client - Estates
Our Purpose
To forge long-term relationships that have a positive impact on our people, our clients, our business partners, and our community.
Our Commitment to Our People
We do not think there is a magic formula to the Higgs culture. The key is to listen to and respect our people. If we take care of our people and our people take care of our clients, then everything we want as a firm will take care of itself. We are friendly and open to new ideas.
Our Core Values
Higgs core values are “CLEAR” – Care, Legacy, Excellence, Authenticity, Relationships
Role Purpose
* To join the Private Client department as an estate manager in the Estates team. To take responsibility for a varied caseload of estate administration files to include taxable and non-taxable estates.
Key Responsibilities
1. A good understanding of the process of estate administration
2. Preparation of all relevant IHT returns
3. A good working understanding of relevant inheritance tax allowances to include the nil rate band and the transferable nil rate band. Experience in business relief and agricultural relief are also desirable but not essential. The ability t...