Diane Rounce

Probate Executive

Diane joined the Private Client Team in 2008 and provides invaluable support to the department.

Specialisms

It is often very daunting for executors when faced with the figure work of administration. Diane’s skill is removing the mathematical burden from clients. This includes taking on matters such as the completion of outstanding tax returns for the deceased and the estate as well as completion of HMRC R185 Income from Estates Form.  

In addition, Diane collates the estate administration accounts for the executors' approval and as a record for the residual beneficiaries. 

Approach

Diane's attention to detail in dealing with HMRC provides invaluable support to the Private Client Team.