Joanne Lee

Trust Manager

As Trust Manager I am responsible for dealing with all aspects of the day to day administration of Trusts including Trust Accounting and Trust Taxation.

 

Building trusting relationships with clients and associated advisers is important when dealing with financial matters, and I take my time to get to know our clients and their families.

 

I enjoy the varied work that comes with my role as no two cases are the same; each case has very different complexities.

 

A client once said that I ‘clearly explain trust and tax matters in a friendly and approachable manner’.

Expertise

Trust Administration
Trust Taxation – Inheritance Tax, Income Tax and Capital Gains Tax
Personal Injury Trusts
Charitable Trusts

 

Qualifications & memberships

STEP (Society of Trust and Estate Practitioners)