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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.

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