
Chichester
Mon - Fri: 8am–6pm
Sat - Sun - Bank Holidays: Closed
Wills, Trusts & Estates
Chichester

5* Trustpilot review
I am a partner in our Tax, Trusts and Compliance team and lead the firm's trust administration team. Based in Chichester, I work with trustees, executors and beneficiaries, helping them navigate the administration, taxation and governance requirements associated with trusts and estates. I am also Treasurer of the Sussex Branch of the Society of Trust and Estate Practitioners (STEP) and have worked in the trust and estates field for over 30 years.
My team provides comprehensive trust administration, accounting and taxation compliance services for a large number of trusts. We work closely with trustees to ensure trusts are managed efficiently and in accordance with their legal and regulatory obligations. We can also assist with specific trust accounting and taxation matters, providing support tailored to our clients' individual requirements.

I work with a wide range of private clients, professional trustees, executors, attorneys, deputies and charities. Many of the trusts I assist with have been established to protect family wealth, support vulnerable beneficiaries or provide for future generations.
I help trustees with the day-to-day management of trusts, including administration, accounts preparation, taxation compliance, trustee governance and regulatory reporting.