Private Client Partner ( Head Of Trusts And Estates)
CurrentI have over 20 years experience in working on all aspects of Trusts, Estates and Charitable Trusts. I previously worked for Deloitte and Saffery Champness before joining FW Stephens in 2008 as their Trust Manager. I became a partner in Reeves on 1 June 2010, when the two firms merged, and Kreston Reeves from 2 February 2015.I advise on all matters pertaining to Trusts and Estates. These involve acting for Trustees and Executors with a diverse asset base including quoted investments, landed estates, commercial and residential properties, partnerships, private company shares. I also deal with other Trust structures such as Flat Management Companies and EFRBS.I also advise on lifetime Inheritance Tax planning using trusts, will planning and other investment vehicles. I also deal with death estate matters including the administration of estates, completion of estate accounts, Inheritance Tax returns, corrective accounts and advising of the use of deeds of variation, where appropriate.I also deal with all aspects of the accounting, taxation and Charity Commission compliance for Charitable Trusts and has been a regular contributor to charity newsletters.I have been a member of the Society of Trust and Estate Practitioners (STEP) since 1996 and Iam also a member of the STEP Charities Special Interest Group.I also sit on the Committee of the STEP London Central Branch, the largest STEP branch in the United Kingdom.Kreston Reeves is a leading accountancy and financial services firm operating across London and the South East of England. We provide a full range of accountancy, business advisory and financial services that help our UK and international clients achieve their personal and business goals, with peace of mind.
