Charlotte has over 10 years' experience in the finance industry within private client and family office services.
Charlotte has been involved in the implementation and administration of a variety of trust and wealth management structures for HNWI and UHNWI across multiple jurisdictions. Charlotte has experience in administering a variety of asset classes but currently has a particular focus on property holdings which involve complex UK tax planning matters.
Charlotte holds the STEP Diploma in International Trust Management which she passed with distinction and was awarded four top student awards for the exams taken.
Charlotte also holds the STEP Advanced Certificate in UK Tax for International Clients.