Our People
Meet Team Trust Inheritance!


Steve
Founder & Chief Executive

Alan
Board Adviser

Karen
Head of Human Resources / Company Secretary

Sarah
Personal Assistant to Executive Directors

Angie
Chief Customer Officer

Joanne
Chief Finance Officer

Lindsay
Chief Operations Officer

Gill
Regulated by SRA, Aff.SWW
Head of Legal Services

Dale
Head of IT

Natalie
Aff.SWW
Head of Life Planning

Charlotte
Head of Group Strategy

Lisa W
Head of Business Development

Trudi
Aff.SWW
Head of Customer Care

Megan
Aff.SWW
Head of Customer Engagement

Lisa C
MSWW
Head of Legal Support

Charles
Bereavement Adviser

Chris
Bereavement Adviser

Kate
Bereavement Adviser

Lilly
Bereavement Support

Sophie T
MSWW
Head of Records Management & Compliance

Sue
Aff.SWW
Head of Life Planning Partnerships

Jasmine
Customer Care Team

Laura
Administrator

Ekta Porter
Regulated by SRA
Head of Legal Practice

Rebecca
Paralegal

Sophie P
Paralegal

Amy
Legal Assistant

Yvette
Administrator

Katie
Administrator
