Anna is experienced in a variety of Private Client matters, from inheritance tax planning and drafting wills and Lasting Powers of Attorney to estate administration. She prides herself on providing pragmatic advice while also being a compassionate advisor to her clients.

Anna qualified in September 2023 having spent a year of her training contract in a busy and varied Private Client department where she undertook hands-on client-facing work. She also completed Real Estate and Dispute Resolution seats in which she learnt invaluable transferable skills.

Recent work

• Assisted a terminally ill client with multiple business interests in safeguarding the companies’ future and ensuring sufficient provision for minor children by drafting discretionary trust wills, detailed letters of wishes and personal and business LPAs. Worked effectively with corporate colleagues to ensure a smooth transition.
• Independently administered complex estate with 18-25 trusts, multiple properties and lifetime gifting.
• Advised a client on the tax and administration implications of a lifetime trust over the property with children as trustees and subsequently wound up the trust for the original owner’s benefit.