Trust Team

Trust Assistant

Joe Trafford

T: 020 7430 7168

I joined New Quadrant Partners in June 2017 having previously spent 2 years administering trusts at an established and well known bank.

My role involves assisting the team with the day-to-day administration of the trusts, assisting with the production of the annual trust accounts as well as undertaking general tax compliance for both trusts and personal clients under the supervision of the solicitors and more experienced members of the trust team.

I graduated from the University of Lincoln with a Law degree in 2015 and have since additionally obtained an Advanced Certificate in Estate Administration from the Society of Trust and Estates Practitioners.

I aim to start study towards obtaining further advanced certificates from the Society of Trust and Estates Practitioners as well as commence an AAT qualification.