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| Job Location | London |
| Education | Not Mentioned |
| Salary | £55,000 - £70,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Contract , full-time Six months |
We are looking for an experienced Trust Manager to administer Trusts & Estates and promote the services generally.You will be responsible for the administration of Settlements in accordance with the terms of the trust deed and the law.Liaise with the HMRC solicitors and other Agents as required Completion of tax returns and when appropriate distribution of trust assets to the beneficiaries, dealing with Capital Gains Tax and Inheritance Tax and tax certificates as required but excludinginvestment reviewsCompletion of Accounts and Self-Assessment Tax returns as requiredThe administration of Charitable Trusts including the payment of grants, the preparation and audit of annual accounts and submission of annual returns to the Charity Commissioners.The administration of deceaseds Estates as executors or administrators of wills, codicils or on intestacy. Dealing with the collection of and distribution of the assets, all taxation aspects. Ensuring that all debts, taxation, and legacies are properlydischarged, and residue is distributed. Preparing accounts, tax certificates and revenue returns.Overseeing half-yearly and ad hoc investment reviews of the portfolios as provided by investment advisers and dealing as required.To apply you should have Membership of the Society of Trusts and Estate Practitioners (S.T.E.P) and relevant qualifications ideally but not essential.Practical in-depth experience in all Trustee matters, proven track record as a Trust Manager.Investment knowledge in line with FCA/STEP requirementsJob holder must have extensive knowledge of legislation and tax regulation affecting Trusts and Estates.
Keyskills :
InvestmentTrusteeStepsTax regulations