I joined Lovewell Blake in 1983 and I manage the trust and estates departments for both our Great Yarmouth and Norwich offices, where I look after approximately 450 trust clients. My team prepare accounts and deal 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.
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. 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 to offer assistance with all aspects of the administration of an estate.
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