
Roz Wyeth
Member of the Institute of Legal Executives
Wealth & Inheritance Team
Roz advises on personal and trust tax issues and in particular income and Capital Gains Tax. On a day-to-day basis she handles the work involved in administering trusts, including the distribution of income to nominated beneficiaries, preparation of resolutions on behalf of trustees, liaising with brokers regarding trust investments and the release of funds as well as attending trustee meetings where necessary.
She also advises on the preparation of Wills and Lasting Powers of Attorney (formerly Enduring Powers of Attorney) and the administration of estates and the obtaining of probate.
Career
- Joined Trethowans in 2002
Professional Qualifications, Accreditations and Memberships
- Member of the Institute of Legal Executives (ILEX)
Roz runs the Salisbury City Football Club (Youth Section) which currently has 23 teams for boys and girls ranging from 6 to 18 years of age.
Specialist Areas
Tax Affairs
Personal Tax Advice
Administration of Trusts
Probate and Estate Administration
E-mail: roz.wyeth@trethowans.com
Direct dial: 01722 426944