Leo Joyce
WealthBeing/Trust Director
As WealthBeing Director, Leo provides a bespoke and personal service to high net worth individuals, producing regular financial reports and ensuring that these individuals are maximising their investment opportunities.
Leo also heads Blick Rothenberg's trust department and advises executors and trustees on tax and family wealth planning.
He is a member of the Society of Trust and Estate Practitioners and specialises in the administration of trusts, estates and charities and in providing advice to high net worth individuals on the taxation of UK trusts and estates; the use of trusts for family wealth protection and the construction of wills to pass wealth through the generations.
He advises overseas trustees and the beneficiaries of overseas trusts on UK tax implications.
Leo specialises in the administration, taxation and accounting of charitable trusts. He advises charitable trustees/directors on compliance and accounting matters.
Born in 1952, he joined the firm in 1981, and became responsible for the department in 1999. He and his wife Mary live in Surrey, and they have two grown-up children, Clodagh and Andrew.
He is a keen fan of all sports and has supported Crystal Palace football club for many years. He also enjoys reading, music and travel.