Mr Richard Hey
TEP BSc(Hons) ACIB

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Practice Areas: Charity formation/administration, Private banking, Tax, Trust planning/administration
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Profession:
Banker / Trustee/Fiduciary / Trust Officer / Wealth Management
STEP Qualifications:
STEP Diploma in Trusts and Estates - England & Wales
Firm:
Philips Trust Corporation
Branch/Chapter:
STEP Cheshire
Committees:
Cheshire Branch Committee
Special Interest Groups:
Contentious Trusts and Estates
Biography:

STEP accredited Trust Manager and Trust Taxation Specialist, expert in analysing and resolving customer-focused trust and tax issues for the Private Client sector to mitigate risk and drive profitability. Key strengths include: leveraging 30+ years’ experience as a functional and technical leader to rapidly identify key process issues, analyse legal changes and ensure compliance; rapidly delivering critical trust procedures and systems in highly pressurised environments to mitigate high-risk scenarios; mentoring and training teams across all levels on process changes and compliant performance improvements that optimise business efficiency; and nurturing collaborative and trusted relationships with key stakeholders up to senior leadership level to clearly communicate trust-focused strategies that impact business goals.

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