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Patrick Moroney A.C.I.B. T.E.P.

Executive
Patrick was born and raised in Ireland before moving to Wales in 1966 when he commenced his career in the Executor & Trustee Department of Lloyds Bank where he attained the A.C.I.B.(Trustee Diploma) and later became a manager specialising in Wills, Executorships and Trusts. In 2001 he qualified as a full member of the Society of Trust & Estate Practitioners (STEP), which is a professional body whose members specialise in trusts and/or estates, executorship, will writing, administration and related taxes. Patrick retired from his position in Lloyds Private Banking in 2002 and shortly after he joined BWL as a Probate and Trust Executive in our Private Client Department. He provides clients with the benefit of his wide experience in the field of wills, trusts, inheritance tax and estate administration.