Specialisms
About
I am a Trusts and Estates Senior Manager within Menzies and run a portfolio of Trusts. I also work on ad hoc work for Estates.
I help my clients in a number of ways from compliance matters to providing proactive advice and future planning with a view towards using Trusts.
During my carer there have been moments that have made me stop and think, I like helping people understand the position they are in with a Trust or where they are looking to take it/ how to make it work for them and their family. While working on an Estate brings with it more emotions, understanding the family dynamics and being empathetic, I feel is key to a great client relationship.
Joy in my life looks like long dog walks in the middle of the countryside or along the beach, spending time with the kids and doing all sorts of creative crafting.
If you require assistance with Trusts, Estates, or future planning for inheritance tax purposes, please do reach out to me via email.