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, as well as Trust Registration.
Ultimately, the goal is to provide an exceptional service to clients and ensure their investments into Trust are professionally serviced, are tax efficient and their legacies passed onto their families.
Professional Background
I have a career spanning more than 40 years and have worked for various large financial institutions, as well as the Civil Service and Local Government. Accounting, investment products and tax have been the areas I have most excelled. I enjoy the planning and tax aspects of the Inheritor Trusts products we offer. Interactions with clients, Advisers and other professionals make the role varied and interesting.
Qualifications include BTEC Business Studies, ATT, AAT and most recently the STEP Certificate for Financial Services, Trusts and Estate Planning.
Personal Touch
I enjoy live music gigs, visiting historic places of interest and travelling. I can speak Spanish quite well which means Latin American countries are favourite travel destinations. I have started to learn guitar which is challenging and fun.