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Niki Patel
Tax & Trust Specialist
HSBC Life
Niki is a key member of our Techlink editorial and technical consulting team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process. Her experience to date and with Technical Connection uniquely qualifies her for this.
Prior to joining Technical Connection, Niki 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.
Joined Technical Connection in February 2013.
Qualifications:
- ATT (Fellow) - Fellow of the Association of Taxation Technicians.
- AFPC - Advanced Financial Planning Certificate
My Sessions
Workshop 4 (Round 1) - The Intergenerational Bond by HSBC Life
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Workshop