I have worked in the field of trusteeship since 1990. My first appointment as a director of trustee corporations was in 1994, and I have been a regulated principal person of such corporations since supervisory regulation was introduced in 1998.
I have acted as a professional trustee in my personal capacity and as a director of corporate trustees, both in the UK and overseas. This includes trusts with assets and beneficiaries in several different countries, as well as those where beneficiaries have been suffering from temporary or permanent incapacity – either mental, physical or both.
I have been involved in a number of contentious trust cases, both as a professional trustee and in an advisory capacity. I am always keen to ensure that litigation is avoided and that all beneficiary interests are fully understood, supported and known by each party connected to the trust.
I have also acted as an industry representative on steering groups in the consultative process for six pieces of draft legislation. This includes primary money laundering legislation, as well as the primary legislation and enabling provisions for the regulation of trustees in financial services.
I was admitted as a Registered Trust and Estate Practitioner in 1995, with full membership of the Society of Trust and Estate Practitioners (STEP). This is a global multidisciplinary body whose members are drawn principally from the legal, accounting and banking professions, and are specialists in trusts and estates.
In England and Wales, STEP consults extensively with national government departments and the European Commission on all proposed legislation impacting on trusts, probate, wills and estates.
I am currently a member of the STEP committee for the North East and Cumbria region, as well as the STEP committee for England and Wales.