Quilter has appointed Cat McInally as a tax and trust specialist to bolster its technical support for advisers, particularly in the north of the UK.
McInally brings over 20 years of financial services experience, having most recently worked as an investment specialist at M&G Wealth, and previously held various roles during 17 years at Prudential Assurance.
McInally will report to Roddy Munro, head of technical sales at Quilter, joining a team of eight focused on supporting advisers with complex tax and trust planning through workshops, events, and one-to-one sessions.
McInally said: “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.”
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.”
Munro added: “Cat’s appointment is part of our broader strategy to bolster our expertise and enhance the guidance we provide.
“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.”
He said: “We are already witnessing a pivot towards trusts and onshore bonds, driven by these changes.
“Our role is to ensure advisers receive the technical support necessary to navigate these complexities confidently, enabling them to deliver the best possible outcomes for their clients.
“This is now supported by specialist service and administration expertise.”
