rachel montgomery

private office

About

Managing the Private Office team, providing a tailored and personalised service to HNWI and corporate clients, coordinating financial planning and affairs and ensuring execution of clients planning goals. Managing the progression and completion of financial planning projects such as IHT planning, protection issues, incorporation of companies, registration of charities, set up of trusts and net wealth reporting including the monitoring of private investments and assets. Oversee company secretarial affairs of corporate entities, maintaining statutory books and registering changes with Companies House.

Country

united kingdom

City

london

Industry

accounting

Skill

time management, analytical skills, company secretarial work

Experience

personal assistant

arnold hill & co llp

2016-9 - 2017-9 · 1 yr 1 mo

outdoor pursuits director

camp burgess & hayward

2014-5 - 2014-8 · 4 mos

* Responsible for all aspects of the day-to-day management of Outdoor Pursuits activities in camp: * High Ropes Course * Archery * Climbing * Zip Lines

private office

arnold hill & co llp

2017-10 - Present · 9 yrs

* Providing Private Office services including tracking investments and reporting on family wealth * trans-generational wealth transfer planning * managing relationships with custodians of investments and key advisers * working with financial advisers to provide adequate protection policies * bringing about family foundations and other philanthropic vehicles * planning for and forecasting Inheritance Tax, Capital Gains Tax and Inheritance Tax liabilities.