Tejinder Kalsi

Tejinder is a probate and trust manager in the private wealth team where she looks after the day to day administration for a number trusts and estates including the preparation of accounts and tax returns.

Expertise

  • Trust administration: management of trusts including dealing with trustees, beneficiaries, investment managers and regulatory bodies and the preparation of annual and periodic accounts
  • Probate: administration of UK estates, including dealing with executors, beneficiaries, third parties and regulatory bodies and the preparation of estate accounts
  • UK tax compliance: advice on income, capital gains and inheritance tax for trusts, individuals and estates and dealing with HMRC
  • Charities: dealing with the administration of charitable trusts and preparation of annual accounts

Experience

  • Qualified as an accountant in 2007
  • Over 10 years’ experience in trust management, accounting and tax compliance matters
  • Preparation of annual accounts, income and capital gains tax returns and inheritance tax returns for lifetime gifts, trusts and estates and annual accounts for charities which require either an independent examination or an audit
  • Preparing tax advice for individuals and trustees
  • Administration of complex estates and the preparation of the application for the Grant of Probate

Career History

  • 2007- 2009: Vantis Plc
  • 2010 – 2015: Chantrey Vellacott DFK
  • 2015 – 2017: Kleinwort Hambros
  • 2017 – to date: Pemberton Greenish

Professional Memberships

  • The Association of Chartered Certified Accountants
  • Member of the Society of Trusts and Estate Practitioners

 

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