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- Tasks: Lead high-value advisory work for HNW and UHNW clients, focusing on trust structuring and estate planning.
- Company: Respected UK-wide private client and wealth advisory practice with a thriving London office.
- Benefits: Competitive salary, structured progression to Partner, and major investment in team growth.
- Other info: Collaborative environment with strong long-term career prospects and strategic influence.
- Why this job: Join a dynamic team and shape the future of Trusts & Estates while working with sophisticated clients.
- Qualifications: Significant experience in UK private client tax and trusts; STEP qualification preferred.
The predicted salary is between 80000 - 100000 ÂŁ per year.
Our client is a highly respected UK‑wide private client and wealth advisory practice, with a London office that is experiencing exceptional momentum — delivering 15% year‑on‑year revenue growth. This success is driven by a clear strategic focus on higher‑value clients, supported by substantial financial investment from the wider organisation.
As the Trusts & Estates service line is recognised as a significant long‑term growth area, the firm is now seeking an experienced and commercially minded Tax & Trusts Director to join the senior leadership team. This role comes with a defined and realistic pathway to Partner, making it an exceptional opportunity for a high‑calibre specialist looking to take the next step.
You will join a thriving London office and play a key strategic role in a team of 16 private client professionals, collaborating closely with partners and senior leaders across the UK. This role is perfect for someone with strong technical expertise and commercial acumen who enjoys working directly with clients and contributing to practice growth. People management is less critical here — the emphasis is on technical leadership, client advisory and strategic contribution.
Backed by significant organisational investment, the Trusts & Estates offering is expanding rapidly, creating strong long‑term career prospects, culminating in progression to Partner.
Key Responsibilities- Lead and deliver high‑value advisory work for HNW and UHNW individuals, families, trustees and family offices.
- Provide expert advice on trust structuring, succession planning, IHT, CGT and wider estate planning.
- Work collaboratively with the private client team to deliver integrated tax and trust solutions to sophisticated clients.
- Play a key role in business development, identifying new opportunities and strengthening existing client relationships.
- Offer technical leadership and act as a senior point of escalation on complex trust matters.
- Support the strategic growth of the London office and the wider Trusts & Estates service line.
- Contribute to long‑term commercial planning and help shape the team’s future direction.
The successful candidate will bring:
- Significant experience in UK private client tax and trusts at senior manager/director level.
- Strong technical expertise in trusts, succession planning, IHT, CGT and wealth structuring.
- Experience advising HNW/UHNW clients and multi‑generational families.
- A commercial mindset with the ability to engage confidently with high‑value clients.
- Excellent communication skills and the ability to simplify complex matters.
- STEP qualification (or equivalent) strongly preferred; CTA desirable.
- A collaborative approach and the ability to contribute to senior‑level strategy.
- Leadership experience, though heavy people management is not required.
- A senior role in a London office with a high performing team.
- A focus on high‑value, sophisticated clients and complex advisory work.
- Major investment into the Trusts & Estates team and long‑term growth plans.
- A supportive and collaborative UK‑wide team of specialists.
- Competitive remuneration and a clear, structured progression pathway to Partner.
- The chance to shape and influence one of the firm’s key growth areas.
Trusts Director in Coventry employer: Brewer Morris
Contact Detail:
Brewer Morris Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Director in Coventry
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with someone from the firm, make sure to highlight your technical skills and experience with HNW/UHNW clients. We want to see how you can add value to their team, so share specific examples of your past successes!
✨Prepare for the Interview
Do your homework on the firm and its Trusts & Estates service line. Understand their growth strategy and think about how you can contribute. We love candidates who come prepared with insightful questions and ideas that align with our goals!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are ready to take the next step in their career with us.
We think you need these skills to ace Trusts Director in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in UK private client tax and trusts. We want to see how your skills align with the role of Trusts Director, so don’t be shy about showcasing your technical expertise and commercial mindset!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Talk about your experience advising HNW/UHNW clients and how you can contribute to our strategic growth. Keep it engaging and professional!
Showcase Your Achievements: When detailing your past roles, focus on your achievements rather than just responsibilities. We love to see quantifiable results, like successful projects or client relationships you've built. This will help us understand the impact you can bring to our team.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Brewer Morris
✨Know Your Stuff
Make sure you brush up on your technical expertise in trusts, succession planning, and tax matters. Be ready to discuss specific cases or scenarios where you've successfully advised HNW and UHNW clients. This will show that you not only understand the theory but can apply it in real-world situations.
✨Show Your Commercial Mindset
During the interview, highlight your ability to identify new business opportunities and strengthen client relationships. Think of examples where you've contributed to practice growth or developed strategies that benefited your previous firms. This will demonstrate that you're not just a technical expert but also a strategic thinker.
✨Communicate Clearly
Since the role requires simplifying complex matters for clients, practice explaining intricate concepts in straightforward terms. You might even want to prepare a few examples of how you've done this in the past. Clear communication is key, especially when dealing with high-value clients.
✨Be Collaborative
Emphasise your experience working within teams and contributing to senior-level strategy. Share instances where you've collaborated with others to deliver integrated solutions. This will show that you can work well in a team environment, which is crucial for the role.