Trust Tax AD​/Director

Inheritance & Trust Specialist - Tax AD / Director My client, a leading Private Wealth firm, is seeking an experienced Inheritance & Trust specialist to join their growing Private Client team at Associate Director or Director level. This is an advisory-focused role working across UK and offshore trusts, estates and private charities. The successful candidate will lead complex inheritance tax and succession planning projects for multi-generational families, entrepreneurs and owner-managed businesses.

Key Responsibilities:

Lead advisory projects on trusts, estates and inheritance tax matters Provide technical expertise to the wider Private Client team Oversee tax planning and compliance for UK and offshore trusts Review trust accounts and associated tax implications Work closely with trustees, wealth advisers and senior client stakeholders Supervise and develop junior team members Support business development initiatives Consult with Partners on complex technical and risk matters Requirements:
Strong private client tax experience gained within practice In-depth technical knowledge of Trusts and IHT Experience advising on succession planning for multi-generational families Experience reviewing trust accounts Confident engaging with senior stakeholders Staff management experience CTA and/or STEP qualified Degree educated Excellent opportunity for an established AD/Director looking for a high-level advisory role within a highly regarded Private Wealth team.

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