Private Client Director - IHT & Succession Planning
Private Client Director - IHT & Succession Planning

Private Client Director - IHT & Succession Planning

Full-Time 130000 - 150000 £ / year (est.) Home office (partial)
Howells Consulting Ltd

At a Glance

  • Tasks: Advise ultra high-net-worth families on personal taxation and estate planning.
  • Company: Prestigious consulting firm with a focus on private client tax.
  • Benefits: Competitive salary, hybrid working, and performance bonuses.
  • Other info: Work in a dynamic environment with opportunities for professional growth.
  • Why this job: Join a leading team and make a significant impact on clients' financial futures.
  • Qualifications: CTA qualified with extensive personal tax advisory experience.

The predicted salary is between 130000 - 150000 £ per year.

Howells Consulting Ltd is seeking a Director level personal tax adviser to join their prestigious Private Client Tax team in London. The successful candidate will be CTA qualified with extensive experience in advising ultra high-net-worth families on personal taxation, including IHT, estate planning, and trusts.

This role offers a hybrid working arrangement, with most advisers in the office three days a week, and a competitive salary in the range of £130k-£150k plus benefits and bonuses.

Private Client Director - IHT & Succession Planning employer: Howells Consulting Ltd

Howells Consulting Ltd is an exceptional employer, offering a dynamic work culture that values expertise and collaboration within its prestigious Private Client Tax team in London. With a focus on employee growth, the company provides ample opportunities for professional development, alongside a competitive salary and attractive benefits package, making it an ideal place for those seeking meaningful and rewarding employment in the field of personal taxation.
Howells Consulting Ltd

Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Director - IHT & Succession Planning

✨Tip Number 1

Network like a pro! Reach out to your connections in the private client tax space and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.

✨Tip Number 2

Prepare for those interviews by brushing up on your knowledge of IHT, estate planning, and trusts. We want you to be able to showcase your expertise and how it can benefit ultra high-net-worth families.

✨Tip Number 3

Don’t forget to tailor your approach! When you’re applying through our website, make sure your application reflects your experience with personal taxation and highlights your CTA qualification. Stand out from the crowd!

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and the company. Let’s get you that Private Client Director position!

We think you need these skills to ace Private Client Director - IHT & Succession Planning

CTA Qualification
Personal Tax Advisory
IHT (Inheritance Tax) Expertise
Estate Planning
Trusts Management
Advising Ultra High-Net-Worth Families
Hybrid Working Adaptability
Client Relationship Management

Some tips for your application 🫡

Show Off Your CTA Qualification: Make sure to highlight your CTA qualification right at the start. We want to see that you’ve got the credentials to back up your experience in personal taxation, especially when it comes to IHT and estate planning.

Tailor Your Experience: When detailing your experience, focus on your work with ultra high-net-worth families. We’re looking for specific examples of how you've advised clients on personal taxation, trusts, and succession planning. Make it relevant!

Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A bit of warmth can go a long way in making your application stand out. We want to know who you are, not just what you’ve done.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!

How to prepare for a job interview at Howells Consulting Ltd

✨Know Your Stuff

Make sure you brush up on your knowledge of inheritance tax (IHT), estate planning, and trusts. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.

✨Showcase Your Experience

Prepare specific examples from your past work where you've successfully advised ultra high-net-worth clients. Highlighting your experience will help demonstrate your capability to handle the responsibilities of a Private Client Director.

✨Understand the Company Culture

Research Howells Consulting Ltd and their approach to client relationships. Understanding their values and how they operate will allow you to tailor your answers and show that you’re a great fit for their team.

✨Ask Insightful Questions

Prepare thoughtful questions about the role and the team dynamics. This not only shows your interest but also helps you gauge if the company aligns with your career goals and working style.

Private Client Director - IHT & Succession Planning
Howells Consulting Ltd

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