I joined the firm when it was formed and have a broad knowledge of the clients I work with. I assist with the management of a large number of trusts, including large family trusts and personal injury trusts, providing clients with accounting and tax compliance services.
I help clients who have set up personal injury trusts following the receipt of compensation awards. I manage their finances, carry out day-to-day administration, and provide accounting and tax compliance advice for the trust and them personally.
I also prepare estate accounts and complete the relevant Inheritance Tax forms for estates.
I am currently studying towards my Association of Tax Technician qualification.