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Mark Penny

Trust Manager

What can I do for you

I am a trust adviser specialising in trust planning and compliance, providing advice on trustee responsibilities, tax and trust accounting.

Supporting your ambitions

My years of experience have allowed me to ensure that trust assets are managed in a way that meets the trust objectives, whether that be tax-efficiency or control over the assets. Whether we are acting as a trustee or advising the trustees, the client can be assured that the trust is administered effectively while meeting its compliance obligations.

What do others say

Thank you ever so much for your help and support over the past three years. It has been very much appreciated." - Martine Saunders

What else should you know

I am passionate about making connections across the industry and previously served on the STEP Liverpool committee as treasurer.

What our clients say about us

  • I think Mills & Reeve are a wonderful firm. The support they have provided to us in a really difficult area has been brilliant, collaborative and commercially minded. The team were absolutely wonderful and a joy to work with. Amazing advice and support and a real collaborative effort with us. I can't thank them enough for getting us through some really tough times and doing so with an amazing can-do attitude.
  • They are friendly, fast, always available and always on top of the game. I tend to judge my legal team against the other side's legal team and never doubt Mills & Reeve is the better of the two.
  • All interactions have been very clear. Responses to questions have always been very swift and unambiguous. Our company, and my family, have used various services in Mills & Reeve with the same level of satisfaction.
  • I value the fact that Mills & Reeve are recognised as a good place to work in the UK Best Companies survey. This aligns with the values of our business and means that Mills & Reeve can share what is required to achieve this status with our business.