Expertise 
Michelle’s career in the administration and management of UK trusts spans 30 years. Her background in accountancy compliments her day-to-day work which includes liaising with trustees, beneficiaries and third parties such as investment managers, property agents and HMRC.
Her responsibilities also include ensuring trusts are compliant in the various regulatory regimes (TRS, AEOI, FATCA, CRS, LEI, ICO). Clients also benefit from Michelle’s extensive experience in the preparation or review of annual accounts and self-assessment tax returns together with any related Inheritance tax work.