Marcia contributes excellent and highly practical knowledge of trust, tax and life assurance matters, to a wide range of consultancy areas for TC. Marcia also contributes deeply to the creation and maintenance of the Techlink content on trusts and related topics and is a key member of our adviser support team.
She also has excellent presentational skills, making difficult subject matter easy to understand.
Marcia has 25 years of experience in the financial services industry, most recently holding the position of Senior Trust Manager for Scottish Widows where she was responsible for developing and maintaining the trust proposition. Marcia was also responsible for identifying opportunities and risks emerging from new inheritance tax legislation and case law and was Scottish Widows' expert spokesperson on trust and inheritance tax matters.
Joined Technical Connection in August 2012.
Qualifications
- ACILEx - Associate Member of the Institute of Legal Executives
- AFPC - Advanced Financial Planning Certificate
