Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Personal Tax Advisor focussing on Trust & Estates.
The Company
This modern, forward-thinking practice has 2 offices and has been growing both organically and via acquisition at a good pace for several years. Originally established in the 90s, this firm now employs over 50 staff and offersa comprehensive benefits package including remote / hybrid working.
The Role
This role could be offered on a part or full time basis.
- Provide bespoke Inheritance Tax planning advice, including the use of 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 of legislative changes and HMRC guidance that affect clients' tax and estate planning
What are we looking for? Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.
Benefits
Benefits include 35 days holiday. Considerable bonus. This role could be hybrid, full or part time.
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Personal Tax Advisor in Coventry employer: Space 8 Recruitment Ltd
Join a dynamic and supportive team in South Coventry, where Space 8 Recruitment Ltd prioritises employee well-being with an impressive 35 days of holiday and flexible hybrid working options. Our culture fosters professional growth through continuous learning opportunities, ensuring you can thrive as you provide tailored Inheritance Tax planning and strategic advice to our valued clients.
