Anne is an associate in the private client and tax team.
Anne works on a broad range of domestic and offshore succession, tax, trust and probate for individual, family and charity clients. She regularly advises on domicile and residence status, the taxation of non-domiciled individuals including the remittance basis, pre-arrival planning and post-arrival compliance. She also has experience in the Tax Tribunal and advising clients in respect of HMRC enquiries whilst working closely with the tax investigations group. Anne often works with Withers' US tax, charity, family and litigation teams. Some of her recent work includes: advising a private equity firm in respect of setting up a dual qualified charity within the partnership structure; a worldwide disclosure facility application in respect of post-arrival compliance for a resident non-domiciled individual including claiming treaty relief; and advising trustees in respect of a protected settlement and appropriate beneficiary distributions.Anne has the STEP Advanced Certificate in UK Tax for International Clients, passed with distinction.