Our People

Trust Inheritance

Joanne

Managing Director / Chief Finance Officer

Charlotte

Chief Commercial Officer

Karen

Head of Human Resources / Company Secretary

Sarah

Group Operations Executive

Lindsay

Bereavement Services Executive

Steve

Founder & Board Adviser

Alan

Board Adviser

Dale

Head of IT

The Bereavement Team

Chris

Bereavement Adviser

Kate

Bereavement Adviser

Sue

Head of Property Sales

Rebecca

Senior Case Manager & Paralegal

Amy

Case Manager & Paralegal

Sophie P

Paralegal

Legal and Customer Support

Gill

Regulated by SRA, Aff.SWW

Head of Legal Services & Solicitor

Ekta Porter

Regulated by SRA

Head of Legal Practice & Solicitor

Angie

Aff.SWW

Senior Life Planning Adviser

Natalie

Aff.SWW

Senior Life Planning Adviser

Has one of our team made you think WOW!? … Then let us know. Click here to nominate them for a WOW! Award.

Sophie

MSWW

Head of Group Operations

Lisa C

Aff.SWW

Head of Legal Support

Kirsty

Aff.SWW

Paralegal

Trudi

Aff.SWW

Finance Manager

Jasmine

Customer Care Team Manager

Shannon

Customer Care Team

Alaina

Customer Care Team

Sharon

Customer Engagement Manager

Jasmine

Customer Engagement Team

Depsi

Administrator

Laura

Administrator

Red Apple Law & Toolboxx® Limited

(Part of the Trust Inheritance Group)

Mel

Chief Executive Officer

Larraine

Aff.CILEx Aff.SWW

Legal Executive

Sally

Customer Care Team

Alfie

Software Developer