2026 Estate Planner
Salary Guide

Complete guide to Estate Planner salaries, responsibilities, and career paths.

EP

Estate Planner

LegalFinancial Services

Average Salary

£30,000 – £60,000

Working Hours

37.5 hours/week

Job Information

  • Estate planning helps families preserve wealth

Other Names this Job is Known By

  • Trusts and Estates Advisor
  • Inheritance Planner

Key Responsibilities

  • Advise clients on wills, trusts, and inheritance
  • Prepare legal documents
  • Develop estate plans to minimise tax
  • Liaise with solicitors and financial advisors

Skills and Qualifications Required

  • Degree in law, finance, or business
  • STEP qualification (advantageous)
  • Experience in legal or financial roles
  • Analytical and communication skills
  • Discretion and attention to detail

Promotional Job Opportunities from this Role

  • Senior Planner
  • Head of Estate Planning
  • Partner
  • Consultant

How to Get the Job

  • Study law, finance, or business
  • Gain experience in legal or financial roles
  • Obtain relevant certifications
  • Progress to senior or specialist positions

Ready to find a Estate Planner role?

Browse live Estate Planner jobs from growing tech companies. No agencies, just direct access.

Explore Estate Planner Jobs

Stay Ahead of Every Career Move

Join a community of ambitious jobseekers, specialist recruiters, and forward-thinking employers getting our regular snapshot of hiring trends, salary insights, and tools to make every move smarter.