Overview

This role is for a Tax and Trusts Director in Private Client Tax and Trusts, working with high-net-worth individuals, trusts, and estates to provide bespoke tax planning and wealth management solutions.

Responsibilities

• Lead advisory projects across trust structuring, inheritance tax planning, estate planning, and family wealth preservation
• Manage a portfolio of HNWIs, trusts, and estates, delivering strategic tax advice
• Provide thought leadership in complex tax matters, keeping clients ahead of regulatory changes
• Collaborate with senior leadership on business development and client engagement
• Support the team with mentoring, training, and technical development

Qualifications

• Extensive experience in private client tax and trusts advisory
• A CTA/STEP qualification (or equivalent)
• Strong technical knowledge of UK tax law relating to trusts, estates, and inheritance tax
• Proven business development and client relationship management skills
• Leadership capabilities to mentor and develop junior team members

Role Context

An established and highly regarded Private Client Tax and Trusts practice is seeking an experienced Tax and Trusts Director to join its London office. This role offers the opportunity to work with high-net-worth individuals (HNWIs), entrepreneurs, and trustees, providing bespoke tax planning and wealth management solutions.

Benefits

• Hybrid working arrangements
• Exposure to a diverse, high-profile client base
• Opportunities for career progression within a growing and dynamic team
• A collaborative and supportive culture