Kerry is a trust manager joining Rathbone Trust Company in 1997. Kerry heads a team whose wealth of experience can provide trustees with trust taxation, inheritance tax compliance, accountancy and administration services for all types of trust funds. The team works closely with the Trust Company’s personal tax specialists to ensure beneficiaries receive the most tax efficient service possible.
Within the team there are probate specialists who can assist executors by obtaining probate, liaising with HM Revenue & Customs on all areas of tax compliance, preparing estate accounts and full administration services.
Kerry specialises in charity structures and as a charity trustee herself understands the responsibility this brings. Kerry is able to assist trustees with their compliance, including preparation of all types of charity accounts. She has many years of experience and is an Associate Member of the Association of Charity Independent Examiners. Members of her team can also help trustees with their administration, tailoring a service to suit the charity’s structure and governance.
Kerry is a member of the Society of Trust and Estate Practitioners (STEP), a member of the Chartered Institute for Securities & Investment (MCISI) and a member of the Association of Accounting Technicians (AAT).