Joe joined JMW in February 2024 as a Trust Manager in the Private Wealth Department.

Whilst trusts are a useful wealth planning tool, taking on the role of a trustee can be onerous and often requires you to wear many hats as well as keep on top of ever-changing legislation. With the increased complexities involved in being a trustee in recent years, more and more are relying on advisors to assist. This assistance can range from simply preparing an annual trustee tax return all the way to taking over the entirety of the administration.

Joe can work with trustees to map those obligations and put together a summary of what JMW can offer in this respect. This includes the following:

• Personal and trustee tax returns
• Preparation of annual trust accounts
• Inheritance Tax compliance
• Registration on HMRC's Trust Register and ongoing annual declarations and updates
• Assisting with and advising on the most tax efficient ways to distribute funds to beneficiaries
• Keeping up with legislation and advising on and actioning any obligations arising on behalf of the trustees

Joe also works closely with the wider Private Wealth teams based in London and Manchester, assisting with other tax compliance matters, including CGT on UK Property returns, as well as helping with general accounting and the taxation of estates.

Joe is an affiliate member of the Society of Trust and Estate Practitioners.

Joe obtained a law degree in 2015 and has since worked a number of years in both the banking sector and within solicitor firms.

Outside of work, Joe enjoys travelling and spending time with friends and family. He enjoys cooking and can often be found on long walks with his dog in all parts of the country.