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In-Office
South Street, Kent, England, GBR
Senior level
Senior level
Professional Services • Real Estate • Financial Services
Provide bespoke life insurance solutions for inheritance tax, estate liquidity and succession planning for HNW/UHNW clients. Advise on trust-based structures, cross-border estates and large-sum underwriting, lead cases end-to-end, liaise with solicitors/accountants, ensure FCA-compliant suitability reports and technical excellence.
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