Assistant Trust Manager
As an Assistant Trust Manager, I deal with the day to day administration of a variety of trusts including discretionary trusts, life interest trusts and charitable trusts. I get involved with trust accounting and elements of trust taxation.
My role always presents new challenges and I enjoy that no two days are the same. A client once described me as efficient and said they appreciated my helpful ‘can-do’ attitude.
Qualifications & membershipsSTEP Certificate in Trusts & Estates England and Wales
Currently studying for my STEP Diploma in Trusts & Estates England and Wales