Hi I'm Natalie...
What is your role at Creaseys?
I am a Private Client Associate Director with a varied portfolio of clients mostly consisting of Individuals, Trusts & Estates. I like working for whole families and helping them to achieve their bigger picture.
What are your specialisms and areas of interest?
Having come from a legal background as a qualified Solicitor I have a broad working knowledge of all aspects of private client work, with an interest in Inheritance Tax Planning, Administration and Taxation of Estates and Trusts. I find worth in my role when I am able to help Executors and Beneficiaries to ease what is already a difficult time for them, or help a business owner move his business down to the next generation as painlessly as possible.
What's your proudest achievement at Creaseys (so far)?
I have recently joined Creaseys (in November) but I am proud to be part of this team and to be involved in the great things that are happening here.
What three words would you use to describe Creaseys?
What are your five favourite things?
- My husband and son
- Eating out with friends
- Watching bands
- Cloudy apple cider on a warm summers evening