Farnfields LLP

Private Client

Nicola joined Farnfields Private Client Department in November 2024 as a Senior Trust & Tax Accounts Executive.

Nicola’s experience of Private Client work specialising in:

• Trust Administration – from creation, whether in lifetime or arising from Wills, to advising on existing Trusts and consequences on winding up etc;

• Trust Accounting and Taxation – preparing clear and concise Accounts, reflecting the terms of the Trust for the Trustees, which aid with Trustees and Beneficiaries tax return obligations.

• Trust & Estate Compliance – including Trust Registration Service matters and Common Reporting Standard/ FATCA.

• Estate Accounting and Taxation – assisting the Probate specialists in the Team by preparing the Estate Accounts, Tax Returns and supplementary forms;

• Charity Administration/Accounts – Secretary/Administrator for five grant-giving charities, compliance with Charity Commission regulations, Accounts preparation on behalf of the Trustees.

Nicola is a Affiliate Member of STEP (a Professional Association for Practitioners who specialise in Family Inheritance and Succession Planning)