Jodi Manning is a Trust & Tax Administrator in Clarke Willmott’s Taunton Private Capital team.
Jodi joined Clarke Willmott in 2011 and became a member of the Trust team in February 2014. Jodi is a member of the Chartered Institute of Legal Executives (CILEx). She deals with a large variety of Trusts, and in particular specialises in Trusts which have vulnerable beneficiaries.
Drafting of Trust and Estate accounts
Completing Trust tax returns
Drafting trust deeds and documents
Liaising with Trustees, beneficiaries, investment managers, IFAs and other professionals