Team MemberVIEW ALL

Joe Trafford

Trust Assistant

Thank you very much for your assistance Joe, you've been amazing to work with.

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

I support the trust team in the day-to-day administration of a number of trusts, ranging from large family trusts to personal injury trusts as well as assisting with the production of annual accounts for both trusts and various charities.

I additionally provide support completing self-assessment tax returns for both trusts and personal tax clients as well as assisting the solicitors and more experienced members of the trust team with Inheritance Tax and Corporation Tax reporting.

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

I am an Affiliate Member of STEP and aim to complete further qualifications with them in the near future and obtain full membership. I will also pursue various other tax and accounting qualifications.