Senior Probate & Trusts Advisor​/Manager

Senior Probate & Trusts Advisor / Manager

Interested in stepping into a more senior, client-facing probate and trusts role?

I’m currently working with a well-established professional services firm that is looking to strengthen its Private Client team with the addition of an experienced Probate & Trusts specialist.

This role offers the opportunity to take ownership of complex work, manage your own portfolio, and play a key role in developing both client relationships and internal capability.

That said, this isn’t a “tick every box” hire. If you have strong experience in this space and are thinking about your next move, it’s well worth a confidential conversation.

What you’d be doing

A varied, hands-on role across probate, estates, and tax work, with increasing responsibility and autonomy:

Probate & Estates

• Leading on IHT
  400 preparation and probate applications
• Managing estate administration processes end-to-end
• Presenting IHT positions and implications clearly to clients
• Monitoring application progress and advising on liabilities
• Delivering estate tax reporting and identifying planning opportunities
• Acting as a technical point of contact within the wider team

Personal & Trust Tax

• Preparing and reviewing complex self-a...