Introduction

Having worked within the areas of estates, trusts and taxation for many years, firstly with a bank trust company and presently with SAS Daniels, I now specialise, on a part time basis in investigating old matters in these three disciplines.  Tracing missing assets, executors or beneficiaries and – where possible – bringing matters to a conclusion.

Team: Private Client

Experience

Joined SAS Daniels: 1997

Qualified: 1970

Professional memberships / positions: Associate of the Chartered Institute of Bankers (Trustee Diploma)

Recent work

• Jewellery found in strongroom, traced through 2 estates to ultimate beneficiary - delivered July 2011
• In claiming some past dividends, cheque was lost, then both LPRs died, son traced to sign form for collection
• Monies to distribute. No File. LPR wrote in, by co-incidence. Minimal reconstruction of information - still ongoing

How I make a difference

Skills acquired over many years enable me to use detective work, to build up information, particularly where there are missing files, and to deliver assets or cash to a beneficiary. Closure is “a good job done".