Trusts & IHT Advisory Director | Private Client

Howells Consulting Ltd; City Of London; In loco; GBP 90.000 - 110.000; Tempo pieno

Descrizione del lavoro

Howells Consulting Ltd in London is seeking a senior Trusts & Tax professional to join the Private Client team. The role is advisory-focused, with responsibility for offshore trust planning, UHNW succession, and IHT matters, while leading a trusted team of trusts specialists.

You will work closely with Private Client Tax Partners, manage key client relationships, and support business development initiatives as the firm maintains a high profile in private client services.

Competenze

• Strong trust taxation, structuring and accounting knowledge.
• Experience advising on succession planning for UHNW families.
• Technical resource for IHT planning matters.
• Client-facing relationship management experience.
• Experience supervising a team of trusts professionals.

Mansioni

• Provide ad hoc trust planning advice (trusts on and offshore).
• Advise on succession planning for UHNW multi-gen families.
• Act as key technical resource for IHT planning matters.
• Maintain client-facing relationships with trustees and advisors.
• Oversee workload, profitability, development and training of the team.
• Support partners with private client networking and BD initiatives.

Conoscenze

Trust taxation

Offshore trusts

UHNW succession planning

IHT planning

Client relationship management

Team leadership

Formazione

CTA/STEP qualified

Descrizione del lavoro

Howells Consulting Ltd in London is seeking a senior Trusts & Tax professional to join the Private Client team. The role is advisory-focused, with responsibility for offshore trust planning, UHNW succession, and IHT matters, while leading a trusted team of trusts specialists.

You will work closely with Private Client Tax Partners, manage key client relationships, and support business development initiatives as the firm maintains a high profile in private client services.