
High Net Worth Estate Planning Lawyer – Head of Wills and Trusts
3 days ago
We are a leading provider of estate planning and wealth structuring solutions for high-net-worth individuals.
As part of our strategic growth plan, we are expanding our in-house legal team to deliver bespoke wills and trusts services.
The successful candidate will work collaboratively with our financial advisors and tax specialists to design and implement comprehensive estate planning strategies for our discerning clients.
We have extensive experience in this field and handle a high volume of cases monthly.
The will planning structures involve the creation of a will and accompanying trust arrangements.
Key Responsibilities:
- Lead the development of our in-house legal wills and trusts offering
- Draft complex wills, discretionary trusts, deeds of variation, and powers of attorney
- Provide technical guidance and support to financial advisors and clients
- Oversee compliance and risk management for legal outputs
- Build and manage a small, high-performing team as the service expands
- Maintain the highest standards of client care and confidentiality
Requirements:
- Full TEP Practitioner qualification
- Minimum 5 years' experience in wills, trusts, and estate planning
- Proven ability to handle complex HNW/UHNW client cases
- Strong understanding of IHT, CGT, and trust taxation issues
- Commercially minded, collaborative, and able to operate with minimal supervision
- Comfortable working within a fast-paced financial services environment
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