Tax Planning Specialist for High-Net-Worth Clients

3 days ago


Bristol, Bristol, United Kingdom Service Care Legal Full time
Private Wealth Tax Law Expertise

We are working in partnership with a leading Legal 500 firm based in Bristol, seeking an experienced Solicitor to join their Private Wealth team.

This role involves handling succession and tax legal matters for the company's high-net-worth clients, requiring a qualified solicitor with 4+ years of PQE in Private Wealth law.

About the Role
  • Advise HNW clients on complex succession planning, inheritance tax, and estate administration.
  • Develop and implement bespoke strategies to optimise tax efficiency.
  • Collaborate with a multidisciplinary team to provide holistic legal solutions.
  • Delegate caseloads to junior members of the Private Wealth team.
Requirements
  • A qualified solicitor with 4+ years of PQE in Private Wealth law.
  • Proven ability to communicate complex legal concepts clearly to HNW individuals and companies.
  • Ideally have your own following to bring to the firm.
  • Beneficial to have a niche within succession and tax law.
What We Offer
  • A competitive salary between £70,000 - £120,000 per annum.
  • A supportive and collaborative work environment.
  • A comprehensive hybrid working policy.
  • A chance to work with a diverse range of clients and high-profile cases.


  • Bristol, Bristol, United Kingdom Service Care Legal Full time

    Experienced Legal Director Needed for Private Wealth TeamService Care Solutions is collaborating with a prestigious Legal 500 firm in Bristol to find a seasoned Legal Director who can join their esteemed Private Wealth team. This accomplished professional will handle complex succession and tax legal matters for the company's affluent clients.The ideal...

  • Tax Specialist

    5 days ago


    Bristol, Bristol, United Kingdom KPMG Full time

    At KPMG, we're committed to delivering exceptional service to our clients. As a Tax Specialist in our Family Office & Private Client team, you'll play a key role in providing high-quality personal tax advice to individuals with complex financial situations.We're looking for an experienced professional with a strong background in personal tax and a keen...


  • Bristol, Bristol, United Kingdom Howells Consulting Ltd Full time

    High-Quality Tax Advice: We are seeking a talented Tax Specialist to join our team in Bristol, providing high-quality tax advice to our clients, who include high net worth individuals and families.The successful candidate will have a strong understanding of personal taxation, including income tax, CGT and IHT, and will be able to advise clients on their tax...


  • Bristol, Bristol, United Kingdom BTA Full time

    Job Title: Private Client Associate High Net WorthLocation: Bristol or ExeterSalary: £60-75,000 DOEWe are seeking a motivated and experienced Private Client Solicitor to join our client's Succession & Tax team. Our client's organisation has a strong reputation for providing high-quality regional and national High Net Worth services.As a Private Client...


  • Bristol, Bristol, United Kingdom LHH Recruitment Full time

    We are seeking a motivated and experienced Private Client Solicitor to join our client's Succession & Tax team. Our client's organisation has a strong reputation for providing high-quality regional and national High Net Worth services.As a Private Client Associate, your main responsibility will be working on complex private client matters involving High Net...


  • Bristol, Bristol, United Kingdom Service Care Legal Full time

    Job Title: Private Wealth Solicitor - Tax and Estate Planning ExpertJob Summary:We are seeking an experienced Private Wealth Solicitor to join our team in Bristol. As a Private Wealth Solicitor, you will be responsible for advising high net worth clients on complex succession planning, inheritance tax, and estate administration.Key Responsibilities:Advise...


  • Bristol, Bristol, United Kingdom Service Care Solutions Full time

    Service Care Solutions is a leading provider of legal services, partnering with prestigious law firms to deliver exceptional expertise. In this role, you will be part of their Private Wealth team in Bristol, handling complex succession and tax matters for high-net-worth clients.The ideal candidate should have at least 8 years of post-qualification experience...


  • Bristol, Bristol, United Kingdom IDEX Consulting Full time

    An exciting opportunity has arisen to join our Private Wealth team as an experienced private client solicitor. Based in the South West, you will be part of a highly respected team that delivers high-quality regional and national high net worth work.Your Role:You will act on a varied workload, including complex non-contentious matters, wealth planning, estate...


  • Bristol, Bristol, United Kingdom Service Care Solutions Full time

    Succession and Tax Legal DirectorService Care Solutions is collaborating with a renowned Legal 500 firm in Bristol, seeking an experienced Legal Director to join their Private Wealth team. This role involves handling succession and tax legal matters for high-net-worth clients.The firm is open to individuals with 8+ years of PQE in Private Wealth law.Key...


  • Bristol, Bristol, United Kingdom Errington Legal Full time

    We are seeking a seasoned lawyer to join our top 50 law firm as a Private Client Partner in Bristol. This is an excellent opportunity for a senior professional who desires a better work-life balance without compromising on quality of work.The private client department at Errington Legal is highly respected and self-sufficient, providing unparalleled service...

  • Tax Director

    1 month ago


    Bristol, Bristol, United Kingdom Creative Tax Recruitment Full time

    Join Our Team as a Tax DirectorWe are seeking a highly skilled Tax Director to join our team at Creative Tax Recruitment. As a Tax Director, you will be responsible for providing expert tax advice to high net worth individuals and entrepreneurs on a range of private client tax issues.About the RoleThe successful candidate will have a strong background in tax...


  • Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

    Service Care Solutions Ltd, a well-regarded firm in the legal sector, is seeking an experienced Private Wealth lawyer to join their team in Bristol.Salary and Benefits:The successful candidate can expect a competitive salary of £90,000 to £120,000 per annum, depending on experience, along with a comprehensive benefits package.About the Role:This...


  • Bristol, Bristol, United Kingdom Clark Wood - Tax Recruitment Full time

    Key Details:Title: Head of Tax Advisory BristolLocation: BristolJob Type: Full-timeIndustry: Accountancy and TaxAbout the Role:Company Overview:Clark Wood presents a unique opportunity for an experienced Tax Manager to lead the firm's tax services in Bristol, managing a substantial client portfolio. The team handles complex private client and business tax...


  • Bristol, Bristol, United Kingdom Howells Consulting Ltd Full time

    Job Overview: We are seeking a highly skilled Tax Specialist to join our team in Bristol, working closely with experienced Directors and Partners to provide top-tier tax advice to high net worth individuals. The ideal candidate will have excellent communication skills, a strong understanding of personal taxation, and the ability to work independently.The...


  • Bristol, Bristol, United Kingdom NRG Resourcing Full time

    About the RoleAs a seasoned Senior Bridging Underwriter, you will play a pivotal role in the assessment and decision-making process for high-value and complex loan applications. Working with a diverse portfolio of high net worth clients, you will ensure that each case is handled with precision, providing expert judgment on challenging and time-sensitive...


  • Bristol, Bristol, United Kingdom undisclosed Full time

    At our firm, we are seeking a talented and motivated Tax and Succession Specialist to join our Private Client team. This is an exciting opportunity to work with high net worth individuals and their advisors on complex private client matters. Our team provides premium advisory services to clients, including wealth, estate, and tax planning, trust advice,...

  • Senior Tax Specialist

    4 weeks ago


    Bristol, Bristol, United Kingdom Chadwick Nott Full time

    We are seeking a Senior Tax Specialist to join our successful Bristol office, working with a large regional client on a range of tax, trusts and estates for a L500 listed team during an exciting period of growth.This role will involve managing a caseload of private client work, including high net worth matters and taxable estates, and providing excellent...


  • Bristol, Bristol, United Kingdom Clark Wood Full time

    A highly skilled team at Clark Wood is seeking a Personal Tax Semi Senior or Senior to manage a portfolio of ultra-high net worth private clients. This role involves day-to-day administration, ensuring compliance, and supporting planning projects.The ideal candidate will have ATT Qualification or Part Qualification with a solid foundation in personal tax...

  • Tax Specialist

    1 month ago


    Bristol, Bristol, United Kingdom Clark Wood Full time

    Role Overview:We are seeking a highly skilled Tax Specialist to join our team at Clark Wood. As a Personal Tax Semi Senior or Senior, you will manage your own portfolio of ultra-high net worth private clients, ensuring compliance across all aspects and supporting planning projects.Key Responsibilities:Day-to-day administration of the portfolioCompliance...


  • Bristol, Bristol, United Kingdom Clark Wood Full time

    Clark Wood is a leading firm that collaborates with a prominent regional practice in Bristol to expand their private client team. They are seeking a Personal Tax Semi Senior or Senior due to internal growth.The role involves managing a portfolio of ultra-high net worth private clients, ensuring compliance across all aspects, and supporting planning projects....