My role
I am a solicitor in the personal planning team carrying out estate administration and trust administration.
My experience
I have more than ten years experience in estate administration, dealing with a range of estate sizes, from small and simple to more complex cases.
Since joining the firm, I have also had a focus on trust administration which includes; preparing trust accounts, liaising with trustees and beneficiaries and completing tax returns for trusts. I also help our court of protection team by completing tax returns for their more vulnerable clients.
I qualified as a chartered legal executive through CILEx in July 2021 and I cross-qualified to become a solicitor in September 2021.
My specialisms
- Estate administration
- Trust administration
- Tax returns for the trusts and court of protection clients