Ann Stanyer
Partner
Private Client
Expertise
Ann is a partner in the Private Client team and an acknowledged expert in the field of financial abuse of older people. The second edition of Ann’s book on the subject has just been published. Her practice also 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 appointments for clients as attorney, and executor and trustee. She has also been appointed as Deputy by the Court of Protection and as an Independent Executor and Administrator by the Courts.
Recent Experience
- Acting for a vulnerable adult in a wide ranging financial abuse case involving multi-dimensional advice for property, divorce, insolvency, and corporate issues.
- Advising clients with international properties and mental capacity issues involving co-ordination and liaison with foreign lawyers.
- Applications to the Court of Protection to remove deputy and recover assets for client.
Career History
Ann joined Wedlake Bell LLP from Cumberland Ellis when the firms merged in April 2012.
Ann is a member of the Society of Trusts and Estates Practitioners (STEP), the STEP special interest group on Mental Capacity and Solicitors for the Elderly.
Publications
Bloomsbury Professional published the second edition of Ann’s book ‘Financial Abuse of Older Clients: Law, Practice and Prevention’ in 2020.
Sweet & Maxwell 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.
She has also contributed to the Law Society’s 6th Edition of the Elderly Client Handbook and is a contributor to Lexis Nexis’s publication Finance and Law for the Older Client.
Ann contributes to webinars on mental capacity and financial abuse issues both within the profession and elsewhere.
She regularly contributes to legal journals on the whole range of private client issues including STEP Journal, Wealth Briefing, Private Client Advisor, and the Solicitors Journal as well as the national media.
"Wedlake Bell LLP's strong private client practice, headed by experienced duo Eleanor Metcalf and Ann Stanyer, has a diverse client base…."
— Legal 500, 2015
"The ‘experienced’ Ann Stanyer ‘always looks for a practical solution rather than a convoluted way of dealing with the problem’."
— Legal 500, 2017
Insights
Partner writes for Solicitors Journal: Combatting financial abuse of older and vulnerable clients
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Modernising Lasting Powers of Attorney: why caution is needed
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OPG outline vision for reform of LPAs
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LPAs no longer require discretionary investment express provision
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Defending Wealth
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Proposals to modernise LPAs and the risks in safeguarding
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Edward Fennell’s Legal Diary
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Ann Stanyer raises fraud flag with LPA consultation
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THE BILLIONAIRE, HIS FAMILY, END OF LIFE PLANNING AND COVID-19
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Clashing Rights – Covid-19 vaccinations and the rights of care home residents
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Practitioners should consider additional protective measures for Lasting Powers of Attorney in case problems arise – eprivateclient 04/04/2019
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How to spot financial abuse – STEP Journal (Vol27 Iss3) p57
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In whose best interest? – New Law Journal 27/02/2019
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Instructions for a Will: The conflict of interest issue – eprivateclient 14/02/2019
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The importance of making an independent Will
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Is your LPA fit for purpose?
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Ann Stanyer and Jemma Goddard’s comments are published in Spear’s
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“What’s in store for tax and trusts in 2018?” – Partner, Ann Stanyer, comments in Spear’s Magazine
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HNW Pitfalls to avoid: Lasting Powers of Attorney (LPA)
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Private: In Trust Winter 2017/18
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Wills By Text Or Email, Anyone?
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THE POWERS THAT BE
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“Is my grandmother being defrauded?” – Ann Stanyer responds to a readers question in the Financial Times
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Inheritance tax to be reviewed
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Making a Will
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IN TRUST SUMMER 2017: ANN STANYER Q&A
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“Calls for inquiry over financial abuse of vulnerable care home residents as figures show 13,000 have been affected” – Ann Stanyer writes in Yahoo! News
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“13,000 in care homes are victims of scams” – Ann Stanyer provides commentary to The Daily Express
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“Care home elderly ‘targeted for their cash'” – Ann Stanyer comments for The Sunday Telegraph
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Ann Stanyer delivered a webinar on financial abuse of the elderly for SFE
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Ann Stanyer’s comments are published in eprivateclient
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“Wedlake Bell partner calls for government response to rise of elderly financial abuse in the UK” – eprivateclient writes
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“Thousands of care home residents suffering financial abuse” – Ann Stanyer comments in Care Home Professional
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The Times Brief publishes Ann Stanyer’s opinion on financial abuse of the elderly
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“Tackling financial abuse of the elderly” – Ann Stanyer writes for The Law Society Gazette
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Wedlake Bell’s Private Client team respond to government consultation on Inheritance Tax (IHT)
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International powers of attorney
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The Office of Tax Simplification (OTS) Review of Inheritance Tax (IHT) – Private Client analysis: Ann Stanyer
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PROTECTION, PLANNING AND DISPUTE RESOLUTION FOR THE VULNERABLE
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Ann Stanyer’s response to a reader’s question is published in Choice Magazine
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Ann Stanyer: Are electronic signatures safe for vulnerable clients?
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Roadblocks to abuse
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