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.
