Estate Planning Team - Leamington Spa, United Kingdom - Countrywide Tax and Trust Corporation

Countrywide Tax and Trust Corporation

Verified Company

Leamington Spa, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Experience/Education in law highly desirable

Summary of Key Responsibilities and Role

The Estate Planning Team is growing, with a wealth of technical knowledge and experience whose role is varied - from providing estate planning guidance to over 2,000 consultants nationwide to dealing with their own private client cases, acting as a professional trustee and chairing trustees meetings, and providing technical support to our numerous in-house teams.

To name a few areas we deal with for our consultants: Wills, Lasting Powers of Attorney, Probate and Estate Administration, Deeds of Variation, Trust Administration, Taxation, Cross Option Agreements, Life Assurance, Pensions and Investments.

Principal Responsibilities

Providing technical support to the team administering estates.
Advice around the implications of buying and selling trust and estate assets including properties.
Considering the implications of transferring trust assets in and out of trusts.
Chairing basic level trustees' meetings.
All manner of trust administration, including trust tax returns, with the support of another team.
Assisting with the drafting of more complex documentation such as Deeds of Variation and Cross Option Agreements.
Dealing with technical queries from both external partners and our inhouse Processing, Conveyancing, Trust Management and Administration teams requiring support and assistance.
Providing full estate planning advice to advisors and on occasion, clients.
Providing advice on existing wills and other estate planning documentation.

Key Knowledge & Required Skills

You must be highly motivated and want to increase your technical knowledge by learning from experienced private client practitioners don't be afraid to ask questions that's how we all learnt
You must have the ability to learn quickly and be a team player.
You must be highly organised and have an eye for detail.
Strong communication skills.
Proficient in Microsoft Office.

Company Benefits
25 days annual leave + bank holidays (increasing with tenure)

Bespoke in house training courses

Support for industry relevant qualifications such as STEP and CILEX

Pension scheme after 3 months

High street discounts after 3 months

Company events

On site free parking

Friday dress down day

Job Types:
Full-time, Permanent

Pay:
£25,000.00 per year

Benefits: