Trust and Tax Administration
Trust and Tax Manager
Chartered Legal Executive
Ashley joined the Accident Management section of George Ide in early 2008 and passed the Fellowship examinations of the Chartered Institute of Legal Executives. Upon becoming a Chartered Legal Executive he moved to the firm’s Trust and Tax department and is now further studying for the examinations of the Society of Trust and Estate Practitioners.
Reporting to John Atkinson, Ashley is responsible for the administration of the firm’s trusts, comprising; discretionary (including disabled), interest in possession, bare, and charitable. He ensures that trustees’ responsibilities and duties are fully complied with, including the preparation of both personal and trust tax returns and liaison with HM Revenue & Customs. In conjunction with John Atkinson, Ashley also provides advice on tax planning and mitigation including inheritance tax planning.
Ashley has a proactive and personable approach to dealing with clients and is dedicated to achieving the highest levels of client care and satisfaction.
Ashley enjoys keeping fit by cycling, running and swimming. He has taken part in triathlons and plans to do many more in the future!
Fellow of the Chartered Institute of Legal Executives
Affiliate Member of Society of Trust and Estate Practitioners
2013 to present – Trust and Tax Manager, George Ide LLP
2010 to 2013 – Supervisor, Accident Management, George Ide LLP
2008 to 2010 – Litigation Executive, George Ide LLP
2006 to 2008 – Insurance Claims Handler, Zurich Insurance
Office: 52 North Street, Chichester
Contact Telephone Number: 01243 813521
Email Address: firstname.lastname@example.org