Offshore and Onshore Trust Expert

21 hours ago


London, Greater London, United Kingdom Howells Consulting Ltd Full time

Howells Consulting Ltd is seeking an experienced Offshore and Onshore Trust Expert to join their Private Client team. This exciting opportunity comes with an estimated salary of £60,000 - £80,000 per annum.

Job Description: As an Offshore and Onshore Trust Expert, you will be responsible for managing a portfolio of offshore and onshore trusts, working closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice. You will also oversee the preparation and review of trust accounts and trust returns by junior staff.

Key Responsibilities:

  • Manage a portfolio of offshore and onshore trusts, ensuring timely completion of tasks and delivery of results
  • Collaborate with Directors and Partners to provide expert trust advice to clients
  • Develop and implement effective trust structures, ensuring compliance with relevant laws and regulations

Requirements: The successful candidate will be STEP qualified (potentially also CTA) and will have significant experience in trust taxation, IHT, and estate planning.

Benefits: We offer a hybrid working arrangement, allowing you to work from home 2-3 days a week.



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