Our People

Julie Peters

Position:
Trust & Probate Executive
Location:
T.
+44 (0) 161 234 8854
F.
+44 (0) 161 234 8841

My specialist area

Administration of Trusts and Estates inclusive of all Accounting and HM Revenue & Customs requirements.

What it's like to work at George Davies

This is young vibrant company moving forward in the right direction brought about by the best asset a company can have, the people.

My professional memberships/ networks

Working Mothers in Business (WMIB)

What clients say about me

'Your help and efficiency coaxed our family through what was an awful time, thanks for everything'

My experience/ cases of note

A major part of any trust administration is the completion of the Accounts and Trust Tax Return. My expertise enables me to complete the Trust and Estate Tax Returns inclusive of Capital Gains Tax and the special trust rates.

My additional qualifications

IAC - Securities Institute

What I do when I'm not at work

I enjoy cooking, travel, good food and watching my sons play cricket.

Back