Estate planner and inheritance tax adviser

Job Overview

Position: Self‑employed Estate Planner & Inheritance Tax Adviser (IHT Planner)

Location: London, Home Counties or South of England.

Key Responsibilities Provide strategic estate planning services, assisting clients in effectively managing and distributing their wealth. Offer comprehensive inheritance tax advice, helping clients navigate the complexities of inheritance tax and planning. Develop strategies around wills, trusts and other estate planning tools to optimise client wealth preservation and transfer. Stay updated on estate and inheritance tax laws to ensure clients’ plans are compliant and efficient. Areas of Expertise Develop comprehensive estate plans and craft strategic plans for client’s estate distribution. Provide inheritance tax advice, guiding clients on minimising liabilities. Devise wealth transfer and gift strategies for efficient transfer of assets. Plan trusts to manage assets and reduce estate taxes. Guide business owners on successi...