I have 16 years post qualification experience, and work for Gordon Dadds within the Private Client team. I trained at Coutts & Co in the Isle of Man as a trust officer, where I managed offshore company and trust structures for HNW clients. I relocated to the UK in 1998 and spent a number of years working for KPMG tax advisers, specialising in the taxation of trusts and wealth planning.
I specialise in trusts, wills, probates, powers of attorney and have experience of both taxable and non-taxable estates.
STEP Diploma in Trusts & Estates (England & Wales)
STEP Advanced Certificate in Will Preparation
STEP Offshore Diploma in Company and Trust Administration
Coutts & Co
Clerical Medical International