Anthony Whittaker

Partner at Mitchell Charlesworth, Anthony specialises in advising clients on all aspects of trusts and estate taxation, compliance and reporting. He has worked in trusts since 2006, beginning his career at a bank’s trust company, and qualified as a Trust and Estate Practitioner (TEP) in 2011. Since 2015, Anthony has headed up trust and estate departments within a number of accountancy firms, including Grant Thornton, BWM and Bennett Brooks. He deals with all manner of trust and estate tax and compliance matters, including Trust Registration Service (TRS) and Automatic Exchange of Information (AEOI). Anthony is the current Chair of the STEP Cheshire branch and recently achieved a distinction in the STEP Professional Post-Graduate Diploma in Private Wealth Advice.