Inheritance Tax & Trusts Advisor - Hybrid role

Space 8 Recruitment; Kenilworth; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

35 days holiday

Bonus

Hybrid/Remote working

Job summary

Space 8 Recruitment is partnering with a Warwickshire practice to recruit a Personal Tax Advisor specialising in Trusts & Estates. The role offers hybrid, full- or part-time arrangements, with a strong benefits package including 35 days holiday.

You will provide bespoke Inheritance Tax planning and advise on structures for individuals and business owners. As part of a growing firm, you will keep abreast of HMRC guidance and deliver clear client reports, helping clients optimise wealth while

Qualifications

• Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.

Responsibilities

• Provide bespoke Inheritance Tax planning advice, including exemptions, reliefs, gifting strategies, and business property relief
• Assess client's circumstances to recommend trusts or family investment companies
• Identify and implement legitimate tax planning opportunities for individuals and business owners
• Advise on and manage the ongoing implications of trust structures, including the 10-year periodic tax charge and exit charges
• Maintain accurate records and prepare detailed, clear client reports and financial planning documents
• Keep up to date with legislative changes and HMRC guidance that affect clients' tax and estate planning

Skills

Inheritance Tax

Trust structures

Wealth strategies

Job description

Space 8 Recruitment is partnering with a Warwickshire practice to recruit a Personal Tax Advisor specialising in Trusts & Estates. The role offers hybrid, full- or part-time arrangements, with a strong benefits package including 35 days holiday.

You will provide bespoke Inheritance Tax planning and advise on structures for individuals and business owners. As part of a growing firm, you will keep abreast of HMRC guidance and deliver clear client reports, helping clients optimise wealth while