Jeremy Crouch

Trust Manager

As a trust manager in the private wealth team,  I specialise in the administration of charitable foundations and trusts and estates, including the provision of related accounting, compliance and tax advice, and also probate administration.

 

With over 15 years experience, I advise on all aspects on the administration of trusts including dealing with trustees, beneficiaries, investment and estate managers and regulatory bodies and the preparation of annual and periodic accounts.

Expertise

  • Trust administration
  • UK tax compliance

Qualifications & memberships

Society of Trust and Estate Practitioners (student member)