Clark Wood is thrilled to collaborate with a prestigious regional firm in Sheffield, which is expanding its Private Client team due to internal growth and recent acquisitions. We are seeking a Private Client Director to join this dynamic team.
This renowned firm has an excellent reputation across Sheffield and South Yorkshire, making this a key appointment during an exciting period of growth.
Key Responsibilities:
Lead the operational aspects of the private client tax planning team, including team development and overall strategy. Estate/Inheritances Tax (IHT) reviews and bespoke, complex planning to mitigate IHT exposures. Implementation and management of trust planning. Preparation of Wills. Property tax planning. Offshore aspects (optional). Residency and domicile issues for high-net-worth individuals (HNWs). Qualifications:
Minimum of 5 years’ experience advising on inheritance tax and trusts. Ability to sign off on estate administration assignments in the medium term.
#J-18808-Ljbffr
Lead the operational aspects of the private client tax planning team, including team development and overall strategy. Estate/Inheritances Tax (IHT) reviews and bespoke, complex planning to mitigate IHT exposures. Implementation and management of trust planning. Preparation of Wills. Property tax planning. Offshore aspects (optional). Residency and domicile issues for high-net-worth individuals (HNWs). Qualifications:
Minimum of 5 years’ experience advising on inheritance tax and trusts. Ability to sign off on estate administration assignments in the medium term.
#J-18808-Ljbffr
