Peter is the Trust Manager in the Private Client team and specialises in the administration of UK trusts.
Peter has considerable experience in the management of trusts which includes preparation of annual accounts and trust tax returns, tax planning, calculation of tax liabilities and working with trustees to agree investment strategy and monitor performance.
Additionally, Peter provides personal tax services for individual clients to include completion of UK tax returns and advising on tax liabilities.
Key Experience
- Involvement in the administration of a large portfolio of trusts and personal tax matters which have diverse asset classes including farming partnerships, commercial and residential let properties, development land, investment portfolio's and bonds. Several of the trust and tax cases are for vulnerable clients whose wealth has resulted from personal injury damages awards.
- Assisting with the progression to planning, marketing and eventual multi million pound sale of development land held within a trust to include reporting of the tax aspects.
- Administering a trust set up for a personal injury client where the client successfully made application to be assessed for mental capacity.
- Supporting the family trustees in three complex trusts set up by their Father involving a mix of assets to include private company shares and let commercial and residential property where family relationships have proved challenging and attempts are being made to divide the trusts fairly.
- Assisting on a trust under administration to try and agree a division of the trust between the two life interest and Charity remaindermen beneficiaries.
- Working alongside the trustees of a trust set up by a Mother, prior to her death at a young age, to provide for her two infant children where both children had different Fathers.
- Involvement in the creation of two trusts set up from Death in Service payments to include liasing with the trustees on investment of the cash sum received and agreeing distribution policy for the beneficiaries who are minor children.
Career History
Trust Manager, Mishcon de Reya LLP
Trust and Tax Manager, Taylor Vinters LLP