As a trust manager I am responsible for dealing with all aspects of the day to day administration of a variety of trusts including discretionary trusts, life interest trusts and charitable trusts.
My role includes the preparation of trust accounts and tax returns. I deal with all elements of trust taxation and advise on income tax, capital gains tax and inheritance tax.
Every day comes with a variety of work and always presents new challenges. I really enjoy building trusted relationships with clients and associated advisers.
A client once described me as efficient and said they appreciated my helpful ‘can-do’ attitude.
Areas of expertise:
- Trust administration
- Discretionary trusts
- Life interest trusts
- Charitable trusts
- Trust accounts
- Trust taxation
Qualifications and memberships
- STEP (Society of Trust and Estate Practitioners)