Chartered tax advisor
Prior to joining George Ide LLP in early 2009, John worked for more than 30 years in senior positions with two of the UK’s most prestigious banks in a variety of financial roles but mainly focussing on trusts, tax and compliance. During this time John attained the status of Chartered Tax Advisor and became a qualified member of the Personal Finance Society through academic and practical experience.
In addition, he has worked for HM Revenue & Customs, during which time his role included dealing with trusts. He is highly experienced in day-to-day trust administration.
As Head of Trust Administration, John works with trustees to ensure that their responsibilities and duties, as defined by the Trustee Act 2000, are complied with in a timely manner. John works predominately, but not exclusively, with trusts created for the protection of compensation awards arising from personal injury claims.
His role includes the preparation of regular trust accounts and liaison with other professionals as well as HM Revenue & Customs (HMRC) on tax matters.
Advice to trustees on a wide range of non-investment matters comes as standard as John is able to draw on his life experience and broad knowledge beyond matters of a strictly administrative nature.
Office: 52, North Street, Chichester.
Direct telephone: 01243 813525
email address: email@example.com