Charities and Trust
I find helping my clients extremely satisfying and work towards providing them with the most effective and useful guidance possible. I always want my clients to find our interactions beneficial and to enjoy the comfort of knowing that their affairs are being handled.
The main focus of my work surrounds matters relating to the charitable sector, providing clients with advice on governance, accounting and tax, as well as dealing with the disclosure requirements associated with their statutory accounts. I also advise clients on trust matters and assist with trust formation, deal with estate administration, as well as providing personal tax advice. The charities that I work with span various sectors including the arts, conservation and education.
If you’re interested…
I joined Gerald Edelman in 1979 and have since enjoyed working with many of the firm’s charity and trust clients.
What is the most exciting thing on your bucket list?
To visit Australia – I think I’d fit in well there and there’s so much to see!
If you could have dinner with anyone, who would it be?
The Queen – such an admirable lady and there is no one else like her in the world.
If you could have any superpower, what would it be?
The ability to travel anywhere by mere thought – I could see the world whenever I wanted and be back in time for dinner.
Who inspires you?
My son – he makes me want to be better than I am in every way possible.
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