Chloe Bagshaw, Trust Administration

Working within the Private Client team, based at Kettering, Chloe is responsible for carrying out essential Trust administration tasks and supporting Trustees.

Her work includes: – Preparing trust records ready for registration with HMRC and liaising with settlors and trustees about their existing trusts.

Chloe prides herself in her ability to provide the highest standards of client care by being caring, patient, and understanding.