At a Glance
- Tasks: Provide bespoke Inheritance Tax planning advice and assess client circumstances for wealth structures.
- Company: Join a dynamic team focused on tax advisory services with a commitment to client success.
- Benefits: Enjoy 35 days holiday, a considerable bonus, and flexible remote or hybrid working options.
- Other info: Part-time or full-time availability is offered for this remote or hybrid position.
- Why this job: This role offers the chance to implement legitimate tax planning opportunities for diverse clients.
- Qualifications: Candidates must have experience advising on Inheritance Tax and trust structures.
The predicted salary is between 30000 - 40000 £ per year.
Responsibilities include:
- Provide bespoke Inheritance Tax planning advice, including the use of exemptions, reliefs, gifting strategies, and business property relief.
- Assess client 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 with legislative changes and HMRC guidance that affect clients' tax and estate planning.
Qualifications:
- Experienced in advising clients on Inheritance Tax, trust structures, and wealth strategies.
Benefits:
- 35 days holiday, considerable bonus, remote or hybrid working flexibility, full‐time or part‐time availability.
IHT & Estates Tax Advisor (part time) in West Bromwich employer: Space 8 Recruitment
This company provides tailored tax advisory services, focusing on Inheritance Tax and estate planning. Located remotely, they offer 35 days holiday and a considerable bonus, fostering a supportive environment for their advisors. The team is dedicated to staying updated with legislative changes to best serve their clients.
We think you need these skills to ace IHT & Estates Tax Advisor (part time) in West Bromwich
Inheritance Tax Planning
Trust Structures
Wealth Strategies
Tax Planning Opportunities
Client Assessment
Record Keeping
Financial Reporting
