IHT & Estate Planning Director

Howells Consulting Ltd; London; Hybrid; GBP 120,000 - 150,000; Full time

Job summary

A leading consultancy firm in London is seeking a personal tax adviser at Director or Principal level. This role involves advising ultra-high-net-worth individuals on wealth protection and tax planning. Candidates must be CTA qualified with experience managing client relationships. The position offers a salary in the region of £120k-£150k, with hybrid working arrangements.

Benefits

Competitive salary

Bonus structure

Hybrid working model

Qualifications

• Deep expertise in advising on trusts and estate planning.
• Ability to maintain relationships as the main point of contact.
• Demonstrable experience in advising UHNWIs.

Responsibilities

• Advise on wealth protection, tax, and succession planning.
• Work closely with leading Private Client Partners.

Skills

Expertise in IHT and estate planning

Experience with multi-generational families

Ability to manage complex client relationships

Education

CTA qualification

Job description

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams.

The team advises UK and international UHNWIs on all areas of their personal taxation including multi-jurisdictional wealth planning, succession-planning, property-related issues, transaction-related advice and extraction of wealth from businesses. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

Our client now seeks to recruit an additional personal tax adviser at Director or Principal level. The incoming individual will join a specialist team advising on wealth protection, tax and succession planning for UHNWIs and their families.

They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.

Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.

This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.

Salary will be dependent on experience but is likely to be in the region £120k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.

To find out more and to request a full job description, please email [e-mail] quoting Ref 5219

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