Lead Estate Planning Specialist

3 days ago


Thiruvananthapuram, Kerala, India beBeeTrust Full time ₹ 12,49,920 - ₹ 24,99,840

Join a dynamic estate planning team as a lead specialist in wills and trusts. We are seeking an experienced practitioner with 5+ years of PQE to spearhead our in-house legal services.

The role involves developing complex wills, discretionary trusts, and deeds of variation while providing technical guidance to financial advisers and clients. You will oversee compliance and risk management for legal outputs and build a high-performing team as the service expands.

We require a full TEP Practitioner with expertise in IHT, CGT, and trust taxation issues. The successful candidate will be commercially minded, collaborative, and able to operate with minimal supervision.

This is a strategic leadership role within a growing firm where you will work alongside experienced professionals in tax, accountancy, and financial planning. Enjoy flexible working arrangements, competitive remuneration, and performance-based incentives.

We have been specialists in estate planning for over 20 years, handling a significant number of cases monthly. Our growth strategy includes bringing wills and trusts planning drafting and preparation in-house.

Key Responsibilities:

  • Develop our in-house legal wills and trusts offering
  • Draft complex wills, discretionary trusts, and deeds of variation
  • 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

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


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