Wealthy families should not overlook the emotional and legal complexities involved in the disposal of their valuables, write Ann Stanyer and Andrew O’Keeffe.Read More
Ann Stanyer's Service Teams
Ann's practice covers a wide range of trust, probate and private wealth management work for both large, complex estates and settlements. She advises trustees on tax and estate management issues and provides advice on UK and foreign succession issues. She also regularly advises on Property and Affairs and Personal Welfare Lasting Powers of Attorney, the registration of Enduring Powers of Attorney, applications to the Office of Public Guardian and Court of Protection including tax planning and statutory will applications.
Ann holds over 70 trusteeships and also acts as executor and attorney. She has also been appointed as Deputy by the Court of Protection and as an Independent Executor and Administrator by the Court. Ann has been a Notary Public since 2001. In this capacity she advises companies and individuals on notarisation and legalisation requirements for foreign jurisdictions.
- Acting as executor in complex estates involving family disputes
- Advising clients on mental capacity issues including lifetime gift rules
- Advising clients on heritage asset tax planning
Ann joined Wedlake Bell LLP from Cumberland Ellis when the firms merged in April 2012.
Ann graduated from Durham University in 1981. She headed up Private Client at Hyde Mahon Bridges and moved to Cumberland Ellis in 2008 as the partner in charge of the Private Client Department.
Ann is a member of the Society of Trusts and Estates Practitioners (STEP), the STEP special interest group on Mental Capacity, Solicitors for the Elderly and the Notaries Society. She recently was awarded the SFE Older Client Care in Practice award.
Sweet & Maxwell has published Ann's first work, the authoritative 'Personal Chattels - Law, Practice and Tax' which gives an account of the law surrounding the ownership, transfer, and taxation of personal chattels and how the law could be amended. The book is the first and foremost work in its field.
She regularly contributes to legal journals on the whole range of private client issues including Taxation, STEP Journal, Wealth Briefing, Private Client Advisor, Solicitors Journal
Articles & Comment
05 Aug, 2016 | Ann Stanyer
08 Jun, 2016 | Ann Stanyer
The idea of owning fabulous art works will appeal to many but what happens to descendants who might be faced with a large inheritance tax bill? In the UK, there…Read More
31 Jul, 2014 | Ann Stanyer
A recent case has highlighted the effectiveness of advance decisions and statements in ensuring an individual's wishes for their care and welfare are respected if…Read More
06 Jun, 2014 | Ann Stanyer
It is not uncommon for an elderly person to move in with one of their children when it becomes difficult to manage at home by themselves. It seems like an ideal…Read More
30 May, 2014 | Ann Stanyer
Many people are rightly concerned about being able to control the medical care they will receive if they lose capacity later in life, and how they will be cared…Read More