Niki Patel

Tax & Trust Specialist - Technical Connections Ltd

Niki has over 20 years of experience in the financial services industry. She joined Technical Connection in 2013 and is a key member of the Technical Connection’s editorial and technical consultancy team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process.   

Niki previously worked for Lloyds Banking Group for 11 years, gaining an excellent knowledge of all aspects of tax and trusts. Her earlier roles include working within a large city law firm and as a trust administrator. Her experience to date and with the organisation uniquely qualifies her for her current role.