Jenny O’Neill

Jenny deals with the administration, accounting and taxation compliance for a wide range of trust and personal tax clients. She also handles work including capital gains tax reporting for property disposals and the HMRC Trust Registration Service. She joined the firm in 2024 and has over 30 years’ experience from working in both law firms and private banking.

She is a member of both The Society of Trust and Estate Practitioners (STEP) and the Association of Taxation Technicians (ATT).

How Jenny can help you

• Wills, trust, probate and estates
• Advising trustees on their duties and obligations
• Dealing with all aspects of HMRC tax compliance and the Trust Registration Service.
• Drafting annual trust accounts
• Liaising with financial advisers, stockbrokers, property agents and other third parties in the course of trust administration
• General trust administration