Senior Trust Advisor

3 weeks ago


London, Greater London, United Kingdom IDEX Consulting Full time

A top 50 firm ranked Tier 1 for their work in Private Client in all their current geographic areas are seeking a senior-level professional to join their well-established office in Sevenoaks, Kent.

This office is part of the firm's recent expansion, with two new offices opened in the last two years, bringing their total to eight offices nationally.

The role will involve advising on and preparing documentation related to:

  1. Will drafting
  2. Succession planning
  3. Tax-efficient lifetime giving
  4. International aspects
  5. Disputed Wills
  6. Creation, administration, and termination of trusts
  7. Advice to trustees and beneficiaries
  8. Trust taxation

The team consists of five fee earners, including a Partner and Legal director, and is looking for someone to help develop the juniors and the team as a whole.

The firm offers a long list of benefits and is recognized for their work-life balance, progression, quality of work, diversity, and culture.


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