Alexia Simon
Alexia Simon
Trust Manager
Overview
Alexia is a Tax and Trust Manager in the Private Wealth team, based in the firm’s Northampton office.
Experience
Alexia deals with the administration of Trusts, ensuring tax compliance and dealing with the preparation of Trust tax returns and annual accounts. She also assists with the administration of estates, in particular the tax and accounting aspects. As well as her involvement with Trusts and Estates, she also deals with personal tax matters and the ongoing management of Attorneyship and Deputyship matters.
Background
Alexia graduated from University College, London with a degree in Geography. She joined Hewitsons in 2013, having previously worked for a leading Investment Manager in London before relocating to Northamptonshire and joining a large Wealth Management firm.
Additional information
Alexia holds the Investment Management Certificate (IMC), Diploma in Financial Planning and is a member of the Association of Taxation Technicians (ATT).