Mark Trevenna

• Chartered Tax Adviser
• Over 17 years' experience working in Private Client
• Specialising in trust, estate and capital tax planning
• Previous role at a national firm

As a Private Client Senior Manager, I advise clients on various aspects that affect individuals, their businesses and assets. I also work closely with trustees and executors to ensure that they meet their compliance filing requirements, but also to advise them on wider issues to ensure they are still fit for purpose.

I will regularly advise on Inheritance Tax for individuals wishing to gift in their lifetime and also on death, together with IHT planning for trustees, such as 10 Year Charges and Exit Charges.

There can be many key dates or events which affect trustees and the beneficiaries. I work with trustees to ensure that they are acting in accordance with trust law and are ahead of any action they need to take in advance.

In a complex world of tax and trust law, I want to simplify this for clients and provide them with practical solutions, using my knowledge and experience.

Mark’s areas of specialism;