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Trust Manager

I manage complex trusts, dealing with tax issues including inheritance tax, and become a trusted contact for the whole family.

  
Every day brings new challenges and I enjoy the variety of work my role entails. I combine the benefit of experience with a logical approach to achieve the best solutions for clients.

 

Considered to be supportive and helpful, I am always willing to go the extra mile.

Expertise

Complex trusts including life interest
Relevant property and charitable trust taxation including income tax, capital gains tax and inheritance tax

Qualifications & memberships

Member of the Society of Trust and Estate Practitioners (STEP)