
High-Net-Worth Estate Planning Specialist
6 days ago
We are seeking a seasoned TEP Practitioner and private client solicitor to lead the development of our in-house legal wills and trusts offering. This senior role has the potential to shape and scale a new legal function within our organization.
The ideal candidate will have a strong understanding of complex HNW/UHNW client cases, as well as experience in drafting complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney. Additionally, they will be able to provide technical guidance and support to financial advisers and clients.
Key Responsibilities:- Lead the development of our in-house legal wills and trusts offering
- Draft complex estate planning documents for high-net-worth clients
- Provide expert 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
- Full TEP Practitioner qualification
- Minimum 5 years' experience in estate planning, wills, and trusts
- Proven ability to handle complex HNW/UHNW client cases
- Strong understanding of IHT, CGT, and trust taxation issues
- Commercially minded and able to operate with minimal supervision
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