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Trust officer in the wealth management department

Billie Richards

Trust Officer

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Expertise

Billie is the firm’s Trust Officer in the wealth management team and manages a wide range of trusts and deputyships. Billie also deals with personal taxation for individuals and trusts with special expertise in the taxation of ministers of religion.

“Administering trusts can be a time consuming and stressful task for some clients and I aim to ease the burden by taking over the day to day management of the trust to include investment of funds, maintain accounts and preparing annual trust tax returns. Dealing with personal tax affairs can also be a worry for many people and I can ease that burden for them.”

Billie is a member of the Association of Taxation Technicians (ATT).

Call: 01392 667631
Email: b.richards@tozers.co.uk

Dear Billie, my appreciation for all the work you do for me and the other priests in the diocese we all are deeply grateful for your help.

Rev C