Monitoring worldwide income from properties and business investments
Monitor and review investment decisions and group structure
Liaise with tax advisors re overseas income tax returns, IHT strategy and tax optimisation
Liaise with wealth managers and contribute to pension fund investment decisions
Monitor and advise on M&A / company acquisitions to diversify from core investments
Oversee and assess investee company business plans and advise
Ongoing review and assessment of overall family office investment riskThis part time role can be office based in Leicester with some degree of hybrid working.
Excellent opportunity for a candidate with an accounting background in either family offices, wealth management, trusts and tax, or a boutique practice
Salary description
£60000.00 - £80000.00 per year
