Anna advises individuals, trustees and executors on a wide range of succession and taxation issues, with a focus on protecting wealth in relationships and across generations in an efficient way.

This includes the preparation of wills and lasting powers of attorney, lifetime planning including gifting, establishing trusts and dealing with business assets and advising on complex estates and existing trusts.

When making provision after death, Anna can assist clients with managing different demands on their wealth, maximising the applicability of reliefs and building in asset protection and tax planning opportunities. She can assist where clients have links to non-UK jurisdictions, working with other professionals where necessary.

During lifetime, Anna can work with clients to minimise tax exposure for the benefit of the family while ensuring that assets, in particular family businesses, are in the right hands from a succession and control perspective.

Anna can assist executors where there is family conflict, complex assets to manage or reliefs to maximise.