Trusts, tax, IHT & estate planning
Chartered legal executive
Ashley joined George Ide’s accident management department in 2008. Upon passing his Fellowship examinations for the Chartered Institute of Legal Executives, he moved to the firm’s trusts department and has since passed the examinations to become a member of the Society of Trust and Estate Practitioners and Association of Taxation Technicians. He is now studying further to become a chartered tax adviser.
As trusts and tax manager, Ashley is responsible for the firm’s administration of trusts including discretionary, disabled, interest in possession, charitable and bare trusts. He ensures trustees’ responsibilities and duties are fully complied with, including the preparation of personal and trust tax returns, and he liaises with HM Revenue & Customs (HMRC).
Ashley also provides advice on Inheritance Tax and tax planning, areas of particular interest to him. He has a proactive and personable approach to dealing with clients and is dedicated to achieving the highest levels of client care and satisfaction.
Fellow, Chartered Institute of Legal Executives
Member, Society of Trust and Estate Practitioners
Member, Association of Taxation Technicians
Student Member, Chartered Institute of Taxation
2013 to present – trust and tax manager, George Ide
2010 to 2013 – accident management supervisor, George Ide
2008 to 2010 – litigation executive, George Ide
2006 to 2008 – insurance claims handler, Zurich Insurance
Office: 52, North Street, Chichester
Direct telephone: 01243 813521
email address: firstname.lastname@example.org