Providing bespoke estate planning advice to mid to HNW clients Preparing complex Wills for mid to HNW clients Preparing Lasting Powers of Attorney for mid to HNW clients Dealing with the administration of taxable and non-taxable estates Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s) Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law Providing business succession planning to business owners including sole traders, partners, and shareholders Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning Attending networking events to build firm reputation and develop professional connections Do you have the following personal skills?
Excellent attention to detail, organisational and communication skills Self-motivated, outgoing and proactive Professional and works well both independently and in a team What can we offer you?
Pay:
We value our employees, our salaries reflect this. Bonus:
We recognise and reward for all of your hard work. Holidays:
Use your 26 days holiday (plus bank holidays) however you like! Flexibility:
We are open to your suggestions regarding work/life balance. Birthday Off & Voucher:
Take the day off and go shopping on your birthday! Pension:
To help out your future self. Life insurance:
Support for your loved ones, just in case. Income protection:
If you get sick, we guarantee a % of your salary for up to 2 years. Vitality health insurance:
We support you to be your happy and healthy self! Medicash healthcare cash plan:
Covers many everyday healthcare needs. Wellbeing support:
Including Calm premium, 24/7 employee helpline and general lifestyle assistance. Location:
Cambridge Salary:
Competitive Address:
Endurance House, Vision Park, Chivers Way, Histon, Cambridge, CB24 9ZR, United Kingdom Hours:
37.5 Number of openings:
1 Contract Type:
Permanent Department:
Private Client Start Date:
14/05/2024 Closing Date:
14/06/2024 Benefits:
Competitive
#J-18808-Ljbffr