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Anna Davies

Anna Davies_web

Senior Associate
Private Client & Tax

+44 (0)20 7079 8287 download vcard
Anna Davies_web

Anna advises on a broad range of private client issues including tax and estate planning, trusts, wills, lasting powers of attorney, and trust and estate administration.

Areas of Practice

Private Client, Landed Estates, Heritage Property and Art, Probate & Administration of Estates, Wills & Lasting Powers of Attorney, Tax & Advisory, Trust & Succession Planning, International Wealth Planning

Track Record

Preparing complex wills involving the devolution of shares in a family business

Advising on and preparing wills for clients with cross border issues

Advising on an individual’s domicile status after the loss of capacity and advising on the UK tax implications in relation to a large offshore trust structure

Advising on the trust and tax issues arising on the sale of a property held within a home loan structure

Assisting on several Variation of Trusts Act applications

Providing advice on a high net worth individual’s residence and domicile status

Advising on lasting powers of attorney for a donor with complex capacity issues

Undertaking a strategic review of existing family settlements and suggesting proposals for restructuring

Providing trust and tax advice to our family team in relation to the provisions of a divorce settlement

Providing ongoing advice to large landed estates, including advice on business, agricultural, and heritage property

Advising on setting up a new UK charity and registration at the Charities Commission

Awards & Rankings

EprivateClient Top 35 Under 35, 2017

Memberships

STEP

Education & Qualification

University of Warwick

Qualified as a solicitor in 2011

Preparing complex wills involving the devolution of shares in a family business

Advising on and preparing wills for clients with cross border issues

Advising on an individual’s domicile status after the loss of capacity and advising on the UK tax implications in relation to a large offshore trust structure

Advising on the trust and tax issues arising on the sale of a property held within a home loan structure

Assisting on several Variation of Trusts Act applications

Providing advice on a high net worth individual’s residence and domicile status

Advising on lasting powers of attorney for a donor with complex capacity issues

Undertaking a strategic review of existing family settlements and suggesting proposals for restructuring

Providing trust and tax advice to our family team in relation to the provisions of a divorce settlement

Providing ongoing advice to large landed estates, including advice on business, agricultural, and heritage property

Advising on setting up a new UK charity and registration at the Charities Commission

EprivateClient Top 35 Under 35, 2017

STEP

University of Warwick

Qualified as a solicitor in 2011

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Recommended by Anna

18 min read 04 Jan 2021 The GDPR for English law trusts and estates

We live in an increasingly regulated world and data protection is an area of more extensive compliance since the introduction of the EU’s General Data Protection Regulation in May 2018.

 Read more 4 min read 18 Dec 2020 What can be done where trustees or personal representatives have made a mistake?

In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.

 Read more 5 min read 24 Nov 2020 CGT Review

In July, the Chancellor commissioned the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax.

 Read more 4 min read 24 Nov 2020 Wealth Tax Evidence Papers

A group calling themselves the ‘Wealth Tax Commission’ have published a series of evidence papers…

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