- Wills, tax and trusts
My main area is that of Trust Administration; including trust tax returns, trust accounts, IHT returns and deeds of appointment. I also prepare clients’ tax returns and estate administration. The nature of Trust work also means I have some vulnerable clients who require my support.
I have worked in law and accountancy firms for 33 years and of that time, 27 years has been with Moore Barlow LLP (formerly Barlow Robbins LLP).
Outside of work I am a trustee of a couple of small charities local to where I live. I also do voluntary work for a couple of other local charities in Farnham.
Accreditations & Memberships
- Fellow of the Chartered Institute of Legal Executives