Sam is Tax & Trusts Assistant in the Private Client team. Sam’s role involves the preparation of trust accounts, trust tax returns, beneficiaries tax certificates and general trust compliance (for both UK and non-UK resident trusts). Sam also supports the preparation of personal tax computations and returns for individuals and assists the team capital gains tax advisory work.
Endorsements
Prior to joining Wedlake Bell, Sam gained experience as a Trust and Company Administrator at a Trust and Corporate Services provider in the Isle of Man. Whilst in this role, Sam studied for and achieved the STEP Certificate in International Trust Management and has now progressed onto studying for the full STEP Diploma.
Student member of STEP.
Sam's insights
In Trust
Dec 3, 2025
Trust compliance update: new HMRC mandatory registration rules
Amendments made to the International Tax Compliance Regulations 2025 have resulted in a new mandatory registration requirement for trusts that are defined as “financial institutions” (FI) or “trustee-documented trusts” (TDT) for international tax information exchange purposes, with existing affected trusts
