Private Client Trust Administration Role

3 weeks ago


Stamford Hill, Greater London, United Kingdom SaccoMann Full time
Key Responsibilities
  • Liaise with settlors, trustees and beneficiaries
  • Prepare trust documents, tax returns and annual accounts
  • Undertake basic tax planning and general trust administration and advice
  • Prepare Wills utilizing trusts to assist with complex family situations
  • Administer taxable and non-taxable estates


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