Eric Wardle

Overview

Eric is Head of Trust Management in the Private Wealth team. He works out of both the Northampton office and the Cambridge office.

Experience

Eric is a Chartered Accountant with many years’ experience of advising individuals and Trustees on taxation matters. He advises individuals on Income Tax, Capital Gains Tax and Inheritance Tax and deals with personal Tax returns. He also oversees, and is involved with, the management of a significant number of Trusts, ensuring tax compliance and the preparation of annual Trust tax returns and Trust accounts. He has extensive experience of business matters, having looked after the tax and accounting affairs of a range of sole trader and Partnership businesses, as well as those of family companies, their owners and directors.

Background

Eric qualified as a Chartered Accountant in Leicester. He joined Hewitsons as Head of Trust Management in 2013, having previously worked as Senior Manager for a national firm of Chartered Accountants where he was responsible for the Personal Tax and Trust team in the East Midlands.

Additional information

Eric is a member of the Institute of Chartered Accountants in England & Wales (ICAEW).