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Barnett Waddingham
0333 11 11 222

Nick Smith

FURBS Client Manager

Nick manages the administration of our FURBS portfolio, including completion of paperwork for new investments, managing cashflows and accounting for the tax and the payments due to HMRC.

He is also responsible for drafting annual financial statements for many of our FURBS and is in regular contact with the trustees to ensure the Trust is running within the rules as outlined in the Governing Documentation.

Nick is able to discuss the options open to the trustees and explain how they can reach their desired outcome.

He has over 2 years’ experience administering FURBS and is the direct contact to more than 50 FURBS whilst providing additional support for a further 100. He also has experience in administering Small Self-Administered Pension Schemes (SSASs).

Significant experience:

  • practical experience on the wind up of complex FURBS and the payment of benefits
  • registering FURBS as part of the Trust Registration Service and the annual requirements of this service
  • responsible for ensuring that our FURBS are up to date with their FATCA and Common Reporting Standard requirements

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