Remote Personal Tax & Trusts Advisor - IHT Specialist

The Trust; United States; Remote; USD 60,000 - 86,000; Full time

Benefits offered by this job

35 days holiday

Bonus potential

Job summary

The Trust, a forward-thinking UK practice, is seeking an experienced Personal Tax Advisor specializing in Trusts and Estates to join their Warwickshire team. The role can be full-time or part-time and offers flexible working arrangements.

You will deliver bespoke inheritance tax planning, assess wealth structures, and provide clear reports and financial planning documents in line with HMRC guidance and client goals.

Qualifications

• Experienced in advising on Inheritance Tax and trust structures.
• Ability to implement wealth strategies for individuals and business owners.
• Knowledge of HMRC guidance affecting trusts and estates.

Responsibilities

• Provide bespoke Inheritance Tax planning advice, including exemptions, reliefs, gifting strategies, and business property relief.
• Assess client's circumstances to recommend appropriate wealth structures, such as 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

Trusts

Wealth Planning

Job description

The Trust, a forward-thinking UK practice, is seeking an experienced Personal Tax Advisor specializing in Trusts and Estates to join their Warwickshire team. The role can be full-time or part-time and offers flexible working arrangements.

You will deliver bespoke inheritance tax planning, assess wealth structures, and provide clear reports and financial planning documents in line with HMRC guidance and client goals.