I am the Trusts and Estates Manager at Menzies, overseeing a large portfolio of Trusts and Estate clients. Having worked in Private Client since 2007 I have gained both knowledge and experience dealing with High Net Worth Individuals, Trustees, beneficiaries, and third parties such as solicitors and bankers.
I regularly deal with all aspects of Trust and Estate compliance including accounts, tax returns, TRS registration, IHT returns, Estate administration and probate as well as preparing detailed advisory reports for clients.
Prior to joining Menzies at the start of 2019 I qualified from Plymouth University with a degree in Accounting and Finance and have worked for a variety of top employers including Solicitors and Accountants broadening my experience in trusts and estates.
In my spare time I act as a taxi mum, ferrying my two children to various clubs and locations and regularly help out with the local scouting group.