My experience
I have worked in private client for over 15 years. The last ten years have been spent working with court of protection clients but I have recently jointed the Tax and Trusts team. I deal with tax returns for individuals, cases where we are dealing with the administration of a person’s estate or our trust matters.
I also assist with the administration of our trust matters, which involves preparing accounts, ensuring details are up to date on the Trust Registration Service and dealing with any day-to-day matters that may arise.