Tax & Trusts Director – London
Our client is a highly respected UK‑wide private client and wealth advisory practice, with a London office that is experiencing exceptional momentum — 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.
As the Trusts & Estates service line is recognised as a significant long‑term growth area, the firm is now seeking an experienced and commercially minded Tax & 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.
The Opportunity
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.
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 — the emphasis is on technical leadership, client advisory and strategic contribution.
Backed by significant organisational investment, the Trusts & Estates offering is expanding rapidly, creating strong long‑term career prospects, culminating in progression to Partner.
Key Responsibilities
- Lead and deliver high‑value advisory work for HNW and UHNW individuals, families, trustees and family offices.
- Provide expert advice on trust structuring, succession planning, IHT, CGT and wider estate planning.
- Work collaboratively with the private client team to deliver integrated tax and trust solutions to sophisticated clients.
- Play a key role in business development, identifying new opportunities and strengthening existing client relationships.
- Offer technical leadership and act as a senior point of escalation on complex trust matters.
- Support the strategic growth of the London office and the wider Trusts & Estates service line.
- Contribute to long‑term commercial planning and help shape the team’s future direction.
About You
The successful candidate will bring:
- Significant experience in UK private client tax and trusts at senior manager/director level.
- Strong technical expertise in trusts, succession planning, IHT, CGT and wealth structuring.
- Experience advising HNW/UHNW clients and multi‑generational families.
- A commercial mindset with the ability to engage confidently with high‑value clients.
- Excellent communication skills and the ability to simplify complex matters.
- STEP qualification (or equivalent) strongly preferred; CTA desirable.
- A collaborative approach and the ability to contribute to senior‑level strategy.
- Leadership experience, though heavy people management is not required.
What Our Client Offers
- A senior role in a London office with a high performing team
- A focus on high‑value, sophisticated clients and complex advisory work.
- Major investment into the Trusts & Estates team and long‑term growth plans.
- A supportive and collaborative UK‑wide team of specialists.
- Competitive remuneration and a clear, structured progression pathway to Partner.
- The chance to shape and influence one of the firm’s key growth areas.