Anna Davies

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

Advising family business clients on wills and wider estate planning, taking into account their complex asset base. This included advice on the devolution of shares subject to permitted transfer provisions in the company’s articles of association and drafting trusts to fall within those parameters.

Lifetime planning in respect of the devolution of shares in family businesses, including advice on Inheritance Tax, Business Property Relief (and clawback provisions), and Capital Gains Tax.

Advising clients on creating bare trusts as a mechanism for gifting cash to grandchildren to fund school fees. Advice on gifting using nil rate band trusts to defer a Capital Gains Tax Charge and to utilise the beneficiaries’ annual exemptions.

Advice to a wealthy family in relation to lifetime tax planning for land with potential for development which qualified for Agricultural Property Relief and Business Property relief to “bank” the relief.

Assessing capacity in an elderly client and preparing a deathbed will on short notice

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 lasting powers of attorney for a donor with complex capacity issues

Advising the Trustees of a disabled person’s trust

Advising on several applications to Court under the Variation of Trusts Act 1958

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

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

Advising Executors on the administration of a complex estate with a broad range of assets and liaising with HMRC in respect of lifetime Inheritance Tax planning undertaken by the deceased

Advising the Trustees of a large and complex trust in respect of 10 year anniversary and exit charges and working with accountants in respect of the tax calculations and filings.

Advising Trustees of a large offshore structure on the UK tax position in respect of UK resident beneficiaries and UK situs assets

Providing trust and tax advice to our family team in relation to the provisions of a divorce settlement and drafting Wills to ensure compliance with the terms of a Court Order.

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

Advising a client on the donation of her body to medical research and organising the appropriate paperwork.

EprivateClient Top 35 Under 35, 2017

Society of Trusts and Estates Practitioners (STEP)

University of Warwick

Qualified as a solicitor in 2011