Trust Manager, Private Client
Whilst specialising in dealing with the administration of a wide range of different types of trust, he has also dealt with the running of a number of complex financial guardianships and powers of attorney administration. He liaises regularly with financial advisers about client’s assets and has extensive experience assisting clients with their financial affairs. With a good working knowledge of income, capital gains and inheritance taxes, he is well placed to ensure client’s assets are carefully managed.
Richard has also been a legal clerk for a number of grant giving charities, assisting the charity trustees with all aspects associated with the smooth running of their organisation.
AREAS OF EXPERTISE:
- Acts as agents for the Erskine of Torrie Institution and completed all administration.
- Advised North Berwick Trust Limited in updating the charity to one which is now fit for purpose with various policies in place in order to ensure that it can operate effectively.