My role
I am a Manager in our trusts and estates department based in our Great Yarmouth office. I have specialised in this sector for over 12 years.
In my role, I oversee general compliance for a wide range of trusts as well as providing tax advice on capital gains tax and inheritance tax issues. In addition, I am involved with all aspects of administration for death estates including the preparation of inheritance tax returns to assist with the application for probate and tax compliance during the period of administration.
About me
I joined Lovewell Blake in 1990 and have worked in various departments before specialising in trusts and estates and so I have a wide knowledge of the services we provide. I qualified as a Chartered Tax Adviser in 2002.
Outside of work I am a busy Mum of four teenagers. In my spare time I like cooking, walks in the surrounding countryside and watching international rugby both at live events and on TV.
My sectors and specialisms
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Tax services for Private clients
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Inheritance Tax planning
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Trust tax
Speak to me about
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Trusts and Estates
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Tax Compliance and Planning
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Administration of an Estate
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Self Assessment