Paula has worked for Osborne Morris and Morgan since July 2004. Paula commenced work within the Wills, Trust and Probate Department and worked mainly on our Trust files.
Paula was promoted in August 2013 to the Court of Protection Department. Her job description varied from being someone the clients could talk to on the end of the phone, to managing their bank accounts, preparing their tax returns/direct payment returns and Deputyship Reports.
In January 2014 her role changed again, Paula took on the challenge of completing all Court of Protection and Trust client tax returns, together with the Court of Protection Deputyship Reports and the Trust Accounts.
Paula passed her exam for the STEP Foundation Certificate in Trusts and Estates and continues to look for courses to keep me up to date with current procedures.