Estate Planning Director

1 day ago


Thiruvananthapuram, Kerala, India beBeeEstate Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Overview

We are seeking a highly skilled and experienced estate planning professional to lead our in-house wills and trusts team. As Head of Wills, you will be responsible for developing and implementing effective estate planning solutions for high-net-worth clients.

The ideal candidate will have a strong understanding of IHT, CGT, and trust taxation issues, as well as proven ability to handle complex client cases. You will work closely with our financial advisers and tax specialists to design and implement tailored solutions that protect clients' wealth across generations.

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
Requirements
  • 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
Why Join Us?
  • Strategic leadership role within an ambitious and growing firm
  • Work alongside experienced professionals in tax, accountancy, and financial planning
  • Flexible working arrangements (remote/hybrid)
  • Competitive remuneration and performance-based incentives
  • Opportunity to shape the future of estate planning services within the firm

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