Working within the Private Client team, based at Kettering, Samantha is responsible for carrying out essential Trust and Estate administration tasks.
Her work includes: Preparing Deeds of Appointment, transferring Trust assets, reviewing and registration of Trusts with the HMRC, supporting Trustees, liaising with Beneficiaries, managing Trust Property, and dealing with the administration of small Estates.
Samantha prides herself in her ability to provide the highest standards of client care by being caring, patient, and understanding.