WE ARE OPEN FOR BUSINESS and following Government advice. Most work can be done remotely - no need to visit an office. VISITORS BY APPOINTMENT ONLY PLEASE.
Working within the Private Client team, based at Kettering, Samantha is responsible for carrying out essential Trust administration tasks and supporting Trustees.
Her work includes: Preparing Deeds of Appointment, transferring Trust assets, reviewing and registration of Trusts with the HMRC, liaising with Beneficiaries and managing Trust Property.
Samantha prides herself in her ability to provide the highest standards of client care by being caring, patient and understanding.