
Experienced Estate Planning Specialist
4 days ago
We are seeking a highly experienced TEP Practitioner to lead our in-house legal wills and trusts offering. The successful candidate will work closely with our financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.
This is a senior role with the potential to shape and scale a new legal function within our business. The Will planning structures do involve the set up of a Will and accompanying pilot Trusts.
Key Responsibilities- Lead the development of our in-house legal wills and trusts offering
- Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
- Provide technical guidance and support to financial advisers 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
- Full TEP Practitioner
- 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 financial services environment
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