Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Personal Tax Advisor focussing on Trust & Estates.
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.The Company This modern, forward-thinking practice has 2 offices 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 50 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, full or part time.Benefits include 35 days holiday.Considerable bonusWhat now? If you are a Personal Tax Advisor please apply straight away. xwwtmva We would love to chat with you in confidence.
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