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I am the Senior Manager of the Trust & Estates department, part of HW Fisher’s Private Client offering. I joined the firm in February 2019.
I began my career in Trusts & Estates in February 1999. Before joining HW Fisher, I led a Trust & Estates department for a Top 5 accountancy firm.
I have provided advice and compliance services to both UK and offshore trusts, together with complex estates. I have worked for a number of different types of professional services firms – a solicitor’s, a family office as well as accountancy firms. This has provided me with a broad knowledge of trust and estate tax law and compliance.
HW Fisher’s Trust & Estates department is focused on the department’s timely delivery of accurate annual accounts and tax compliance paperwork. Coupled with the provision of wide-ranging tax advice, the HW Fisher Trust & Estates department is able to provide a complete service to trustees and beneficiaries alike.