Estate planning jobs in WatfordCreate job alerts

Protecting and managing current and future wealth through inheritance tax and estate planning * Lifetime planning, including Lasting Powers of Attorney, Court of Protection and professional ...

Meet with prospective clients to discuss trust, probate, and estate planning services, scope out work requirements, and agree on pricing. * Oversee the onboarding process for new clients, including ...

Bachelor's degree in urban planning, real estate, or a related field is preferred. * Applicants from a Planning Assistant background are desirable * Previous experience in land acquisition, planning ...

Protecting and managing current and future wealth through inheritance tax and estate planning * Lifetime planning, including Lasting Powers of Attorney, Court of Protection and professional ...

Influence a result through effective team management, action planning and delivery of plans Ideal Candidate Qualities: * Previous Estate Agency and customer services experience * Target driven and ...

They consult on, investments, tax planning, cashflow modelling, retirement planning, and protections. They have very longstanding relations with some of their clients stretching back 30 years plus

The team is currently made up of four Partners, four Senior Associates and two Associates grouped into three main areas, lifetime planning, protecting and managing wealth and Trusts. The firm is ...