Erica is a Senior Accounts Manager based in the Harrogate office. She is an ACA and CTA qualified advisor with over 15 years’ experience in practice.
Her work involves annual compliance for landed estates and trust clients, advice around inheritance tax planning and ad hoc tax matters throughout the year and estate office control reviews.
Erica’s client base primarily comprises landed estates, family trusts, rural businesses and family investment companies.
Erica is a member of Saffery’s Landed and Rural Group communication forum, involved in press releases and articles relevant to the sector. She is also a member of the Estates Discussion Group, which meets regularly to discuss important updates in the sector and shares a wealth of expertise across our firm.
Key experience
- Providing a robust and efficient compliance service to her clients,
- Advising her clients on tax planning matters including inheritance tax planning and trust distribution advice,
- Overseeing Estate Office control reviews, providing valuable insight for clients in where improvements can be made to their internal systems.
Interests
Outside of work, Erica enjoys spending time with her three children and husband including long walks in the countryside with their beagle, Bruno.