I specialise in assisting clients with all aspects of trust and estate tax compliance, accounting and administration. In addition I provide guidance on inheritance tax planning and also deal with personal tax compliance.
Prior to joining the Firm I spent 8 years at Coutts & Co in their Trusts and Estates Department before moving to the Private Client team at Crowe Clark Whitehill in June 2008 as Trust Manager. I am a full member of STEP (the Society of Trust and Estate Practitioners) regularly attending their London Central branch meetings and a member of their Philanthropy Advisors special interest group. I am also an affiliate member of ACIE (The Association of Charity Independent Examiners).