Trust & Tax Manager

As Trust & Tax Manager, you will be responsible for:

• Tax planning advice regarding all aspects of trusts.
• Inheritance tax calculations
• Completion of trustees' annual tax returns, delivery to HM Revenue and Customs and arranging payments of tax by statutory deadlines
• FATCA/CRS/Trust Register reporting
• Support to the wider private client team whose work involves will drafting, estate planning, complex.
• Tax planning, trusts and estate administration, preparation of lasting powers of attorney, and administration on behalf of a range of private clients.
• Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital
• Liaising with investment managers concerning performance, valuations, statements, and advice.
• Helping to devise 'family office' services - administrative matters and collation of information for report preparation