I graduated from university in 2018 with a first class History BA (Hons) degree and joined Porter Dodson the following year. I currently work in the Private Client Team, specialising in the administration of trusts.
I support the trusts solicitor, Clare Sanderson, in advising trustee clients, including professional trustees. My role also includes corresponding with beneficiaries, investment managers and financial advisers.
I help to prepare tax returns and annual accounts, and Inheritance Tax accounts on termination of trusts, review investment portfolios and assist in the management of trust properties, whilst keeping trustees and beneficiaries informed of progress. I am involved in the preparation of deeds and other documents, and I also make sure that the regulatory requirements that are to be met by trustees are fulfilled.
I love to travel and I was lucky enough to spend a year of my degree in Melbourne. I am a keen sportswoman, especially hockey, and avid supporter of Tottenham Hotspur FC.