My role
I manage the trust and estates
departments for both our Great Yarmouth and Norwich offices. I look after
approximately 450 trust clients across both offices, with my team preparing
accounts and dealing with all aspects of compliance and planning, including
self assessment, the Trust Registration Service, and all inheritance tax
issues. We deal with the personal tax affairs of many beneficiaries of
our trust clients. I also ensure we maintain a high level of expertise in
preparing inheritance tax returns in support of an application for probate, and
that we are able offer assistance with all aspects of the administration of an
estate.
About me
I joined Lovewell Blake in 1983 and over the years I had a broad experience of working in different departments and offices of the firm, before my specialism dealing with trust clients commenced in 2002.
Outside of work, I have a
passion for travelling the world on holiday.
My sectors and specialisms
- Tax services for Private clients
- Inheritance Tax planning
- Trust tax
Speak to me about
- Trusts and Estates
- Tax Compliance and Planning
- Administration of an Estate
- Self Assessment