Graeme Manfield

Trusts Officer

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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.

  • Regulated by: The Solicitors Regulation Authority

  • Based in Exeter, Devon
  • Licensed for 6 years

Accepting new clients via ReviewSolicitors

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.

  • Regulated by: The Solicitors Regulation Authority

  • Based in Exeter, Devon
  • Licensed for 6 years

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Graeme Manfield

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5.0
Excellent
95%
Value for
Money
95%+
Success
Rate
95%+
Would
Recommend
Communication 4.6/5
Initial Impressions 4.9/5
Approachability 4.9/5
Documentation Accuracy 4.9/5
Legal Knowledge 4.9/5
Value for money 4.8/5
Expertise

Experience

  • Tozers LLP

    Trusts Officer

    Until Present

Opening hours

Monday 08:45–17:00
Tuesday 08:45–17:00
Wednesday 08:45–17:00
Thursday 08:45–17:00
Friday 08:45–17:00
Saturday (Closed)
Sunday (Closed)

Broadwalk House, Southernhay West, Exeter, Devon, EX1 1UA

Reviews

5.0 /5 8 Reviews
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Chris Biddle

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Wills, Trusts & Probate

Good Service

Good professional Service. I will use Tozers again and I Recommend them.

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A representative from Tozers LLP responded to this review

Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Other Reviews

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Quality Advice

Wills, Trusts & Probate

Wills, Trusts and Probate

Experienced, informed, helpful, advice with quick response and document turnaround. Very reassuring.

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A representative from Tozers LLP responded to this review

Thank you for your positive feedback. We're thrilled to hear that you found our service experienced, informed, and helpful, with quick responses and document turnaround. It's great to know that we were able to provide reassurance throughout the process. If you need further assistance in the future, we’re always here to help.

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Anonymous

Wills, Trusts & Probate

Wills, Trusts and Probate

You acted for me as a professional trustee and my clients family trust. It was extremely satisfying to know what my client was being provided with a competent, efficient and attentive service. Thank you.

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A representative from Tozers LLP responded to this review

Thank you for taking the time to share your positive experience. Your feedback is truly valued. Our clients' views are important to us and help us constantly improve the way we do business, so thanks again.

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Richard

Wills, Trusts & Probate

Wills, Trusts and Probate

I am very impressed with the very efficient and professional service I have received from Mr Graeme Manfield over many years dealing with a family trust. Graeme is efficient and professional and he is a great ambassador for Tozers, Exeter. Thank you.

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A representative from Tozers LLP responded to this review

Dear Richard, thank you very much for taking the time to leave this review for Graeme. It is always great to hear such positive comments from our clients. Thank you again.

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Tony Peal

Wills, Trusts & Probate

Wills, Trusts and Probate

I now seem to have a paper copy of this survey! I thought I sent you an email.

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Tony Peal

Wills, Trusts & Probate

Wills, Trusts and Probate

Transferring the trust went very smoothly, and Graeme could not of been more helpful.

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A representative from Tozers LLP responded to this review

Thank you so much for your positive review Tony. We're thrilled to hear that you had a great experience with us.

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