Diane is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
Diane has been working in the accountancy and legal sector for nearly 35 years. After completing A Levels she worked initially for a firm of accountants before moving to Knights where she qualified as a TEP (trust and estate practitioner). Diane is also a fellow of the Institute of Paralegals and has completed RSA Accountancy, Institute of Legal Executive and additional Society of Trust & Estate Practitioner qualifications.
Covering all aspects of trust and estate administration from the technical to the practical. Diane’s expertise includes the administration of complex estates including the production of the estate accounts. She handles trust registration, all forms of trust compliance including the Trustee Act 2000, and monitoring of trust funds and investments.
Experienced in providing practical assistance in the management of trust funds to meet clients' everyday financial needs, and ensures key dates are adhered too. On their behalf, she liaises with financial advisors and other professionals to provide long term continuity and accuracy.
Working for individuals and family members seeking guidance in the creation, registration and settling of trusts, beneficiaries as they come of age, and vulnerable clients requiring ongoing fund management, as well as financial advisors and professionals.
Recent examples of how Diane has supported clients include:
- supporting a beneficiary of a trust at coming of age by informing them of their entitlement and ensuring specialist advice needed for ongoing management of the assets was available to them;
- working with a vulnerable beneficiary with professional financial advisors and ensuring their daily financial needs were still met; and
- taking over the management of a trust, streamlining the administration and reducing the costs to the client by 35%.