Estate Planner and Inheritance Tax Adviser

Key Responsibilities

• Provide strategic estate planning services, assisting clients in effectively managing and distributing their wealth.
• Offer comprehensive inheritance tax advice, helping clients navigate the complexities of inheritance tax and planning.
• Develop strategies around wills, trusts, and other estate planning tools to optimise client wealth preservation and transfer.
• Stay updated on estate and inheritance tax laws to ensure clients’ plans are compliant and efficient.

• Develop comprehensive estate plans:
  Craft strategic plans for client’s estate distribution.
• Provide inheritance tax advice:
  Offer guidance on minimising inheritance tax liabilities.
• Wealth transfer strategies:
  Develop strategies for effective and efficient wealth transfer.
• Gift strategies:
  Advise on tax‑efficient gifting strategies to reduce estate size.
• Trust planning:
  Establish trusts to manage assets and reduce estate taxes.
• Business succession planning:
  Guide business owners on succession plans to ensure continuity.
• Charitable planning:
  Recommend tax‑efficient strategies for charitable contributions.
• Asset protection:
  Advise on asset protection strategies to safeguard client’s wealth.
• Review and update plans:
  Regularly review and update estate plans to reflect changes in your clients’ circumstances or laws.
• Legal and regulatory compliance:
  Ensure all estate planning strategies comply with current laws and regulations.

• Competitive remuneration packages, allowing you to retain over 80% of your gross fees.
• Provision of essential hardware and software.
• Continuous, top‑tier business development and financial training.
• Full marketing and administrative support, complemented by award‑winning software packages.
• The chance to work flexibly and balance professional and personal commitments.
• Opportunity to contribute to the future direction of the company.
• Full paraplanning and compliance support.

• A proven track record in estate planning and inheritance tax advice.
• Exceptional communication skills, both written and verbal.
• Adept at understanding and meeting diverse client needs.
• Drive and determination to succeed in a challenging role.
• The wisdom and experience necessary to cultivate lasting client relationships.
• Business‑oriented mindset, coupled with a solution‑focused approach to problem‑solving.
• Commitment to continuous professional development and growth.
• Willingness to adhere to a business plan and contribute towards the growth of the firm.

The professional qualification required to apply for this role is the Level 4 Diploma in Financial Services or equivalent.