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Associate - Tax , Private Wealth and Succession Planning

1 month ago

London, Greater London, United Kingdom Gerrard White Consulting Full time

Our client , a leading City firm is looking for a new Tax specialist role to be an integral part of the Private Wealth and Succession Planning department. The successful person will be assisting the two Directors in relation to Tax and Planning matters for Private Clients both UK and non- UK resident domiciled.

Key responsibilities but not limited to:

  • Advising HNW/ UNHW on tax affairs and structuring assets appropriately to mitigate income tax, CGT and IHT.
  • Drafting and advising on; FICS and FLLPs, off-shore structures whilst dealing with HMRC.
  • Estate Planning including cross jurisdictional matters and Trusts.
  • Building and maintaining strong working relationships with the firm's existing and prospective clients.
  • Partaking in Business Development and developing a reputation for being a specialist in the field.
  • Supporting the development of junior lawyers in the team. Delegating effectively and supervising when required.

Knowledge, skills and experience

  • Associate; with 3 – 5 years' PQE.
  • Experience in working with/advising HNW/UNHW on their tax affairs and structuring assets appropriately to mitigate income tax, CGT and IHT.
  • Knowledge and practical experience of drafting and advising on; FICS (and FLLPs), off-shore structures, dealing with HMRC, estate planning including cross-jurisdictional matters and Trusts.
  • Assist the directors in relation to Tax and Planning matters for Private clients both UK and non-UK resident/domiciled.

Please apply for immediate consideration, highly competitive salary is on offer