I joined New Quadrant Partners in September 2018 bringing with me over 20 years’ trust management experience primarily with leading private banks, which include Coutts and RBS, but also accounting firms. I have specialised in working with trust corporations and individual clients on their trusts and probate work.
As a senior trust manager, I work with clients on the management of their trusts, ensuring that annual tax returns and accounts are completed and dealing with any administration requirements. I advise on inheritance tax reporting for UK trusts, and also advise on inheritance tax treatment of offshore trusts following recent legislation changes which have brought many offshore trusts into the UK inheritance tax regime, and deal with the preparation of any inheritance tax returns. In addition to trust work, I look after a number of personal tax clients, and also deal with probate and the administration of estates.
I have a BSc in Physics from the University of Bristol. I am a member of STEP (the Society of Trust and Estate Practitioners).