Trusts and Estates Director

<p><strong>Trusts and Estates Director &#8211; London</strong></p> </p> <p>Our client is a highly respected UK‑wide private client and wealth advisory practice, with a London office that is experiencing exceptional momentum &#8211; delivering 15% year‑on‑year revenue growth. This success is driven by a clear strategic focus on higher‑value clients, supported by substantial financial investment from the wider organisation.</p> <p>As the Trusts &amp; Estates service line is recognised as a significant long‑term growth area, the firm is now seeking an experienced and commercially minded Tax &amp; Trusts Director to join the senior leadership team. This role comes with a defined and realistic pathway to Partner, making it an exceptional opportunity for a high‑calibre specialist looking to take the next step.</p> </p> <p><strong>The Opportunity</strong></p> <p>You will join a thriving London office and play a key strategic role in a team of 16 private client professionals, collaborating closely with partners and senior leaders across the UK.</p> <p>This role is perfect for someone with strong technical expertise and commercial acumen who enjoys working directly with clients and contributing to practice growth. People management is less critical here &#8211; the emphasis is on technical leadership, client advisory and strategic contribution.</p> <p>Backed by significant organisational investment, the Trusts &amp; Estates offering is expanding rapidly, creating strong long‑term career prospects, culminating in progression to Partner.</p> </p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Lead and deliver high‑value advisory work for HNW and UHNW individuals, families, trustees and family offices.</li> <li>Provide expert advice on trust structuring, succession planning, IHT, CGT and wider estate planning.</li> <li>Work collaboratively with the private client team to deliver integrated tax and trust solutions to sophisticated clients.</li> <li>Play a key role in business development, identifying new opportunities and strengthening existing client relationships.</li> <li>Offer technical leadership and act as a senior point of escalation on complex trust matters.</li> <li>Support the strategic growth of the London office and the wider Trusts &amp; Estates service line.</li> <li>Contribute to long‑term commercial planning and help shape the team&#8217;s future direction.</li> </ul> <p><strong>About You</strong></p> <p>The successful candidate will bring:</p> <ul> <li>Significant experience in UK private client tax and trusts at senior manager/director level.</li> <li>Strong technical expertise in trusts, succession planning, IHT, CGT and wealth structuring.</li> <li>Experience advising HNW/UHNW clients and multi‑generational families.</li> <li>A commercial mindset with the ability to engage confidently with high‑value clients.</li> <li>Excellent communication skills and the ability to simplify complex matters.</li> <li>STEP qualification (or equivalent) strongly preferred; CTA desirable.</li> <li>A collaborative approach and the ability to contribute to senior‑level strategy.</li> <li>Leadership experience, though heavy people management is not required.</li> </ul> <p><strong>What Our Client Offers</strong></p> <ul> <li>A senior role in a London office with a high performing team</li> <li>A focus on high‑value, sophisticated clients and complex advisory work.</li> <li>Major investment into the Trusts &amp; Estates team and long‑term growth plans.</li> <li>A supportive and collaborative UK‑wide team of specialists.</li> <li>Competitive remuneration and a clear, structured progression pathway to Partner.</li> <li>The chance to shape and influence one of the firm&#8217;s key growth areas.</li> </ul> <p>Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.</p> <p>Please note that your personal information will be treated in accordance with our <a href="https://www.thesrgroup.com/privacy-policy/">Privacy Policy</a>.</p> <p><img src="https://counter.adcourier.com/c2FsbHltYi4zNDA0OC4xMjk2NkBzcmdyb3VwLmFwbGl0cmFrLmNvbQ.gif"></p>