by WAY Trustees | Feb 27, 2025
Introduction I joined WAY Trustees in January as an Administrator, through a level 3 Business Apprenticeship Scheme which gives me the chance to further my studies whilst in a working environment. I work across departments, ensuring smooth office operations, managing...
by WAY Trustees | Feb 27, 2025
Introduction I joined WAY Trustees Ltd at the start of January 2025 as a Trust Administrator. My primary responsibility is to support the team on the administration of our trusts, including new business processing, payments reconciliation and record keeping....
by WAY Trustees | Jun 14, 2024
Introduction I am committed to the seamless operation of Trust Administration, my central responsibility revolves around meticulously ensuring our reversionary process runs smoothly and the intentions of the families we look after, are met. Looking ahead, my...
by WAY Trustees | Jun 14, 2024
Introduction I joined WAY in 2022, overseeing the annual review process of our Trusts, providing valuations and assessments of tax, meeting strict reporting deadlines. My focus in our book of Professional Trustee clients on our reversionary Trust book of business,...
by WAY Trustees | Jun 14, 2024
Introduction I joined the company in August 2022. I focus on complex Trust matters including the process of winding up Trusts and the distribution of assets to beneficiaries. My background is in tax so therefore my skills are suited to doing the Trust tax returns too,...
