Available Jobs

Trust Management Administrator

View

Location: Royal Leamington Spa

Recruiter: Countrywide Tax And Trust

Job Hours: Full-time

Loading Jobs...

About Countrywide Tax & Trust

countrywidegroup.co.uk

51 - 200 Employees


Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your own clients. We also offer Administration of Estates and Professional Trustee services.

We act in partnership with a number of IFAs, Solicitors, and Accountants in the UK to provide cutting edge strategies for Asset Protection and IHT planning to clients.

At our Leamington office, the company has a Technical Helpline and an Advanced Estate Planning Department, where you can discuss possible client solutions by e-mail, telephone, or online chat.

No matter how complicated the Estate of a client may seem, help is always on hand to find the optimum solution.The Helpline department can provide full reports for your clients, if required. The Helpline can also analyse a client’s current Will and Trust(s) and offer advice as to what the existing Will achieves. More importantly, they can highlight what it does NOT do and illustrate how to improve the documentation and planning.

Because of the volume of documents we produce weekly, our cutting edge protection and Tax Mitigation strategies can be delivered at prices below those that can be found anywhere else in the market.

We can work with you and your clients in a number of different ways. Please see our website http://www.countrywidepartners.co.uk/ to learn more about the services we can offer.

Countrywide have always used software to draft documents accurately and efficiently. Utilising our own experience of drafting a huge range of private client documents, we offer a number of packages you can purchase in order to draft bespoke Wills, Trusts and Powers of Attorney for your clients. Please visit http://www.countrywidelegacy.co.uk/

We also offer a software package utilised primarily by Mortgage Brokers and Life Assurance Providers to offer Wills to their clients. Please see http://www.willmakerdirect.co.uk/ for details.

Similar Companies