Estates Manager - Private Client

Overview

Resourcing Manager at Higgs LLP - People Driven. Legal Excellence. Investors in People Gold Accredited Employer.

Note: This description retains the original language and context about the role and firm commitments.

Role Purpose

• To join the Private Client department as an estate manager in the Estates team. To take responsibility for a varied caseload of estate administration files to include taxable and non-taxable estates.

Key Responsibilities

• A good understanding of the process of estate administration.
• Preparation of all relevant IHT returns.
• A good working understanding of relevant inheritance tax allowances to include the nil rate band and the transferable nil rate band. Experience in business relief and agricultural relief are also desirable but not essential. The ability to handle estates that are often high in value and that include trust structures e.g. discretionary wills, nil ra...