Quilter has appointed Cat McInally as a tax and trust specialist, supporting advisers across the north of the UK.
With over 20 years of experience in financial services, McInally joins Quilter from M&G Wealth, where she served as an investment specialist. Before that, she spent 17 years at Prudential Assurance.
Reporting to Roddy Munro, head of technical sales, McInally will be part of an eight-strong ‘on the road’ team supporting advisers with complex tax and trust planning. The team delivers workshops, events, and one-to-one sessions to help advisers navigate the tax landscape.
Quilter also said it has established a dedicated servicing team of 12 experienced professionals from across its trust and bond division to support advisers in these areas.
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Munro said: “We are delighted to welcome Cat to Quilter as we continue to strengthen our technical support for advisers. Her expertise in investments, tax, and trust planning makes her a valuable addition to our team, ensuring advisers have access to the highest level of specialist knowledge.
“With tax rules becoming increasingly complex and estate planning evolving, advisers need strong technical support to help their clients make informed financial decisions. Cat’s appointment is part of our broader strategy to bolster our expertise and enhance the guidance we provide.
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“The establishment of a dedicated trust and bond servicing team underscores our commitment to providing advisers with top-tier servicing expertise and support. This initiative is crucial as advisers adapt to shifting tax rules, including the upcoming inclusion of pensions within IHT and the growing demand for tax-efficient strategies.”
McInally added: “I’m excited to join Quilter’s highly regarded technical team and support advisers in delivering expert tax and trust planning. With legislative changes continuing to shape the financial landscape, I look forward to working closely with advisers to help them provide clarity and confidence to their clients.”
