Ann joined the firm in 2014 but has worked with the firm since 2007 preparing estate and trust accounts. Initially acting as Office Manager in the Lakes office she is now the Financial Controller.
Her career has included a degree in French, accountancy qualifications in Newcastle, land agency experience and marketing and business development in industry and professional firms. Through her career in accountancy, Ann has practical experience of advising clients on personal and business taxation. Completing the STEP Diploma has added to her technical knowledge.
Ann worked alongside Richard Roberts to form and establish the local branch of STEP, serving as secretary for 3 years.
Ann‘s interests include playing violin in the Westmorland Orchestra, reading and walking in Scotland.
The probate process from the registration of the death to the often complicated dealings with the Inland Revenue and other inheritance tax issues. We have specialist property advisors on hand to explore all of the beneficiaries’ options.