Sally is an Accountant in the Private Client Department and is based at the firm’s Keighley office. She is a qualified Accountant having worked in industry prior to joining the firm in 2005.
Sally has over 15 years’ experience in Private Client work and holds the full STEP (Society of Trust and Estate Practitioners) qualification.
She advises a range of clients on estate and trust administration and her combination of qualifications means that she can provide a holistic approach and deal with accounting, tax and legal aspects.
Sally enjoys working with her clients to achieve the best outcome. She generally works with higher value, more complicated estates. This means she can be advising the client over a considerable period and values building the relationship over time.
Sally has been providing assistance to a number of trusts for many years. She can provide full support where she will deal with all the administration, tax and legal requirements of the trust. Alternatively, she can tailor the support where the client has specific requirements such as a trust tax return. Or, she can provide specific advice when there is a change in the trust or where the trustees want to look at planning scenarios.
In line with the firm’s approach to providing a full service to clients, Sally is also able to provide some tax services to individuals.
If you wish to contact Sally, call her on 01535 613662 or email sally.houghton@awbclaw.co.uk