Career & Experience
Anna is a partner in our Private Wealth and HNWI team. She provides tax and estate planning advice to individuals, including entrepreneurs, land owners, farmers or the independently wealthy. Her key focus includes the drawing together of a family’s private client and tax requirements, which involves the drafting of tax and succession advice, trusts, wills and LPAs, and any other documentation that they require. In addition, she also helps clients with cross border wills and probate and the acquisition of French real estate.
Anna’s main interest is tax planning, and she says that she enjoys understanding clients’ circumstances and helping them to find ways to protect, preserve and ultimately pass on their patrimony in the most tax efficient manner possible.
A particular career highlight involved Anna advising three generations of a family on succession for their property business, including tax advice, Wills, LPAs, shareholder’s agreement and two separate probates.
Outside of work, Anna is a passionate baker, and her favourite things to do are to eat and talk about cake!
Accolades
- Speaks French and Spanish
- Director, FATC
Career & Experience
Anna is a partner in our Private Wealth and HNWI team. She provides tax and estate planning advice to individuals, including entrepreneurs, land owners, farmers or the independently wealthy. Her key focus includes the drawing together of a family’s private client and tax requirements, which involves the drafting of tax and succession advice, trusts, wills and LPAs, and any other documentation that they require. In addition, she also helps clients with cross border wills and probate and the acquisition of French real estate.
Anna’s main interest is tax planning, and she says that she enjoys understanding clients’ circumstances and helping them to find ways to protect, preserve and ultimately pass on their patrimony in the most tax efficient manner possible.
A particular career highlight involved Anna advising three generations of a family on succession for their property business, including tax advice, Wills, LPAs, shareholder’s agreement and two separate probates.
Outside of work, Anna is a passionate baker, and her favourite things to do are to eat and talk about cake!
Accolades
- Speaks French and Spanish
- Director, FATC
Expertise
- Providing tax and estate planning advice to individuals
- Drafting tax and succession advice, trusts, wills and LPAs
- Assisting with cross border wills and probate and the acquisition of French real estate.
