Elizabeth Fletcher - Tax & Trust Executive

Elizabeth is a Tax & Trust Executive in our Tax & Trusts Lifetime Planning team.

Her role includes administering Trusts, preparing Trust Accounts and Tax Returns, assisting with the preparation of Court of Protection and Personal Tax Returns, assisting the preparation of Inheritance Tax Returns, and submitting 60-day Capital Gains Tax Property Disposals, as well as the registration of Trusts and maintaining the Trust register.

Elizabeth has a Level 2 Accounts qualification as well as Pitman bookkeeping.

Elizabeth has over 20 years of experience working in the accountancy and legal field. She has gained experience in Conveyancing, Estate & Trust Administration and Tax which has given her a broad range of knowledge and skills which fit well with this role.

Elizabeth offers her clients excellent attention to detail whilst working to deadlines and she builds great relationships with her clients by explaining matters clearly and understanding their needs.

She enjoys working with people, problem-solving, research and numbers!

Outside of work, Elizabeth likes spending time with her daughter’s horse, walking her dogs, cooking/baking and reading.