Specialisms
About
I am the Trust Senior Manager overseeing a large portfolio of Trust and Estate clients.
I help my clients in a number of ways from compliance matters including Trust tax returns, Trust Registration, IHT calculations, Trust accounting and Probate services along with advisory reports for Trustees who require a better understanding of the tax implications effecting their settlements.
I have been fortunate enough to have worked on an array of different Trusts and estates over the years, gaining valuable skills and experience along the way. I particularly enjoy writing up advisory reports for clients helping to evaluate the trust in light of potential tax saving opportunities. I feel smug and proud when a Trustee or a co-worker understands their trust better after a meeting or report from me.
My children bring me joy – In particular I love watching my son play football
If you require assistance with your trust compliance, UK Trust advisory reports or Estate and probate services.