UK Tax Client Director – Offshore Trust Advisory (London/Sevenoaks/Reigate/Basingstoke Office)

Role Overview

The UK Tax Client Director – Offshore Trust Advisory will lead and grow Imperium’s UK advisory services for international private clients, with a focus on offshore trust structures, complex cross-border tax matters, and long-term wealth planning. The role requires deep technical capability, strong communication skills, and the ability to build trusted relationships with HNW and UHNW families across global markets. You will work closely with the UK fiduciary, tax, and corporate teams, helping clients navigate an evolving regulatory and tax landscape while ensuring that Imperium’s high standards of service excellence remain central to every engagement. You will also be working with teams and clients from the Imperium offshore offices and have the opportunity to travel to those offices.

Key Responsibilities

Client Advisory & Relationship Management
• Act as Lead Adviser to an international portfolio of HNW and UHNW clients with offshore trust, company and fund structures.
• Provide technical advice on UK tax implications of offshore trusts, including settlor-interested rules, anti-avoidance legislation, trust distributions, and remittance considerations, where relevant.
• Deliver integrated planning covering cross-border structuring, wealth preservation and international mobility.
• Maintain strong, long-term client relationships and act as the trusted point of contact for families and their professional advisers worldwide.

Technical & Regulatory Expertise
• Advise trustees, families and corporate entities on UK tax compliance obligations, including Income Tax, CGT, Inheritance Tax and general reporting requirements (e.g., FATCA/CRS).
• Oversee analysis of complex trust documentation and structures, ensuring alignment with UK tax law and international reporting frameworks.
• Lead technical reviews of offshore structures to ensure defensibility and optimisation within HMRC guidelines.

Leadership & Practice Development
• Contribute to the strategic growth of Imperium’s UK tax and advisory offering, supporting expansion across multiple UK offices.
• Mentor and develop junior advisers within the tax team.
• Collaborate with colleagues across Guernsey, Jersey, the UK and Switzerland to deliver seamless cross-jurisdictional service.

Business Development
• Identify opportunities for new advisory projects arising from clients’ trust, corporate or investment arrangements.
• Support professional networks, intermediary relationships and external events to enhance Imperium’s presence in the offshore advisory space.
• Present tax and structuring insights to clients, intermediaries and internal teams.

Skills & Experience Required

Essential
• CTA, STEP or equivalent professional qualification.
• Extensive experience advising on UK taxation of offshore trusts, complex structuring and international private client matters.
• Strong technical understanding of fiduciary and corporate services, reflecting Imperium’s broad offering across trust, accounting and tax compliance.
• Demonstrated track record working with HNW/UHNW clients in multi-jurisdictional scenarios.
• Ability to interpret legislation, identify risks, and deliver robust, practical solutions.

Desirable
• Experience in cross-border wealth management, international tax treaties or multi-jurisdictional planning.
• Exposure to private equity fund or investment structures administered by specialist offshore providers.
• Familiarity with modern reporting frameworks and global mobility considerations.

Personal Attributes
• Highly professional, client-centric and commercially aware.
• Solutions-driven with exceptional analytical skills.
• Strong communicator with the ability to explain complex issues clearly.
• Collaborative, supportive and capable of leading with influence.