
Senior Estate Planning Specialist
4 days ago
We are seeking a seasoned estate planning expert to spearhead the development of our in-house legal wills and trusts offering. This strategic leadership role involves drafting complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney.
The ideal candidate will be a full TEP Practitioner with at least 5 years' experience in wills, trusts, and estate planning. They should have proven ability to handle intricate HNW/UHNW client cases, strong understanding of IHT, CGT, and trust taxation issues, commercially astute, collaborative, and able to operate with minimal supervision.
This is a pivotal role within a dynamic firm, providing the opportunity to shape the future of estate planning services and work alongside experienced professionals in tax, accountancy, and financial planning.
The successful candidate will thrive in a fast-paced environment, maintaining high standards of client care and confidentiality while enjoying flexible working arrangements, competitive remuneration, and performance-based incentives.
- Lead the development of 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 clients and colleagues
- Oversee compliance and risk management for legal outputs
- Build and manage a high-performing team
- TED Practitioner qualification or equivalent
- At least 5 years' experience in wills, trusts, and estate planning
- Proven track record of handling complex client cases
- Strong understanding of IHT, CGT, and trust taxation issues
- Commercially astute and collaborative mindset
We provide a dynamic and supportive work environment, offering:
- Flexible working arrangements (remote/hybrid)
- Competitive remuneration packages
- Performance-based incentives
- Ongoing professional development opportunities
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