
Wills and Trusts Strategist
2 weeks ago
Opportunity Summary
We are seeking a seasoned wills and trusts professional to spearhead the development of our in-house legal offering.
Key Responsibilities:- Develop and execute a comprehensive strategy for in-house wills and trusts planning drafting and preparation.
- Draft complex wills, discretionary trusts, deeds of variation, and powers of attorney.
- Provide technical guidance and support to financial advisers and clients.
- Ensure compliance and risk management for all legal outputs.
- Build and manage a high-performing team as the service expands.
- Maintain exceptional client care and confidentiality standards.
- TEP Practitioner designation.
- At least 5 years' experience in wills, trusts, and estate planning.
- Proven ability to handle complex High Net Worth/Ultra High Net Worth cases.
- Strong understanding of inheritance tax, capital gains tax, and trust taxation issues.
- Commercial acumen, collaborative mindset, and self-motivation with minimal supervision.
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