Trusts Officer at Tozers LLP
Graeme Manfield
Trusts Officer
As Tozers’ Trusts Officer, Graeme forms long standing, trusted relationships with clients whilst effectively overseeing the management of trust funds. This administration includes managing grant giving charitable trusts, preparing annual trust accounts, and annual trust tax returns. Graeme reinforces his status as a trusted advisor by attending trustee meetings, regularly liaising with trustees and other appointed professionals, whilst efficiently attending to the distribution of funds to beneficiaries, ensuring HMRC reporting requirements are met, particularly in relation to Inheritance Tax. Graeme is also able to prepare deeds and trustee resolutions and submit tax returns for individuals as required. Graeme joined Tozers from a large regional law firm bringing with him over 15 years of experience of ongoing management of trusts and the associated tax affairs. As an affiliate member of the Society for Trust and Estate Practitioners, Graeme maintains strong working relationships with investment advisors, portfolio managers and letting agents. Graeme uses this experience and relationships to provide a personal and attentive service.
Broadwalk House, Southernhay West, Exeter, Devon, EX1 1UA
Licensed for 1 years
Practice Areas
Wills, Trusts & Probate
- Wills, Trusts & Probate 100%
3 Client Reviews
Overall experience
- Value for money
- Professionalism
- Initial Impression
- Approachability
- Services
- Knowledge
About Graeme Manfield
As Tozers’ Trusts Officer, Graeme forms long standing, trusted relationships with clients whilst effectively overseeing the management of trust funds. This administration includes managing grant giving charitable trusts, preparing annual trust accounts, and annual trust tax returns. Graeme reinforces his status as a trusted advisor by attending trustee meetings, regularly liaising with trustees and other appointed professionals, whilst efficiently attending to the distribution of funds to beneficiaries, ensuring HMRC reporting requirements are met, particularly in relation to Inheritance Tax. Graeme is also able to prepare deeds and trustee resolutions and submit tax returns for individuals as required. Graeme joined Tozers from a large regional law firm bringing with him over 15 years of experience of ongoing management of trusts and the associated tax affairs. As an affiliate member of the Society for Trust and Estate Practitioners, Graeme maintains strong working relationships with investment advisors, portfolio managers and letting agents. Graeme uses this experience and relationships to provide a personal and attentive service.
Languages Spoken: English
Contact Graeme Manfield
Resume
WORK EXPERIENCE
Title
Name
Duration
Trusts Officer
Tozers LLP
?-present
Good Service
Good professional Service. I will use Tozers again and I Recommend them.
Solicitor named in this review: Graeme Manfield
A representative from Tozers LLP responded to this review on 05 January, 2021
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes
Wills, Trusts and Probate
Excellent Friendly & Professional Service. Thank You.
Solicitor named in this review: Graeme Manfield
A representative from Tozers LLP responded to this review on 09 December, 2020
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes