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