Trust & Estate Planner

Trust & Estate Planner (Part-Time, 3 Days Per Week)

Kenilworth, Warwickshire

£60,000-£70,000 pro rata + Bonus + Excellent Benefits

Bernard Rogers & Co, a respected, long-established, family‑owned practice, is seeking an experienced Trust & Estate Planner to join their warm and values‑led team in Kenilworth.

Established in 1993, the firm has grown steadily by focusing on long‑term client relationships, technical excellence, and a genuinely supportive environment. With a team of around 35, a modern and collaborative culture, and an emphasis on quality over volume, this is a rare opportunity to join a stable and trusted advisory practice with a strong family ethos.

This role is ideal for a technically competent private client tax or estate planning professional who thrives in a hands‑on advisory environment and enjoys working closely with clients to deliver tailored, strategic solutions.

Working three days per week, you'll provide specialist advice on:

• Inheritance Tax (IHT) planning, exemptions, reliefs, and gifting strategies
• Trust structures, including management, charges, and compliance
• Wealth structuring such as family investment companies
• Long‑term estate planning for individuals, families, and business owners
• Identifying legitimate tax planning opportunities
• Producing clear, in‑depth client reports and recommendations

You'll work directly with a loyal client base, building long‑term relationships and offering structured, personalised guidance.

We'd love to hear from you if you have:

• Experience in private client tax, trusts, estate planning, or similar advisory work
• Strong technical knowledge of UK personal tax and trust legislation
• A relationship‑led approach and the ability to explain complex matters simply
• High levels of professionalism, warmth, and client care
• Experience advising on residence and domicile matters is beneficial but not essential.

• 3‑day working week with a 5pm finish and no overtime
• £60‑70k pro rata (flexible for exceptional candidates)
• Discretionary annual bonus
• 27 days' holiday (including fixed days at Easter and Christmas) plus bank holidays
• Pension scheme with employer contributions matched up to 5%
• Paid parking permit close to the office
• A friendly, supportive team and strong family culture
• A stable, long‑established firm with opportunities to contribute and grow