Our People

Meet Team Trust Inheritance!

Steve

Founder & Chief Executive

Alan

Chairman

Karen

HR Director / Company Secretary

Sarah

Managing Director

Angie

Customer Engagement Director

Joanne

Finance & Systems Director

Lindsay

Bereavement Services Director

Gill

Regulated by SRA

Director of Legal Services

Dale

IT Director

Julie

Operations Manager

Charlotte

Head of Strategic Communications

Sue

Customer Engagement Manager

Natalie

MIPW

Legacy Planning Director

Megan

AffIPW

Legacy Planning Adviser

Larraine

Customer Case Manager

Lisa

MIPW

Legal Case Manager

Charles

Bereavement Adviser

Chris

Bereavement Adviser

Rebecca

Bereavement Support Adviser

Amy

Bereavement Support Adviser

Trudi

Customer Care Manager

Sophie

Customer Care Manager

Lilly

Customer Care Administrator

Get in Touch

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