Kirsty Liddiard

Senior Trusts & Accounting Manager (non-lawyer)
Kirsty navigates clients through today’s ever-changing world of UK trust and estate compliance and regulation.
Kirsty navigates clients through today’s ever-changing world of UK trust and estate compliance and regulation.

About

Efficient and thorough, Kirsty supports clients and is a go-to resource for colleagues.

She brings extensive experience of administering UK trusts and estates including preparing trust and estate accounts, self-assessment tax returns and inheritance tax returns. She is adept at presenting complex information in creative ways to help clients make decisions.

Kirsty also deals with annual Automatic Exchange of Information (AEOI) reporting for Stevens & Bolton’s in-house trust company, and frequently advises and assists clients with obtaining Legal Entity Identifiers (LEIs) from the London Stock Exchange as well as with the registration of their trusts on HMRC’s online Trust Registration Service (TRS).

Part of Stevens & Bolton since 2008, and never afraid of detail or complexity, Kirsty combines her experience and knowledge with a friendly approachability.

Expertise
Private client

Experience

  • Qualifications and recognition

    Kirsty is a fully qualified member of STEP (the Society of Trust and Estate Practitioners) and completed the STEP Diploma in Trusts & Estates (England & Wales) with distinction.

Kirsty is a fully qualified member of STEP (the Society of Trust and Estate Practitioners) and completed the STEP Diploma in Trusts & Estates (England & Wales) with distinction.

Kirsty is super-efficient and lovely to work with.

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