Ann Donnelly

Ann has specialised in providing Wills, Probate and Elderly Client Services since qualifying in 2003. She originally trained, qualified and practised in firms based in Essex. Whilst she was there, she built up strong relationships with local Citizens Advice Bureaux.

Recognising the increasingly complex environment in which those wishing to pass on their assets to successors were required to operate, Ann further qualified as a member of the Society of Trust and Estate Practitioners (STEP) in 2008.

This specialist qualification is highly regarded and is only awarded to those practitioners with a high level knowledge of Trust and Estate Administration.

Using her specialist knowledge Ann is able to help her clients who fall into two main categories:

• Families with significant assets secure both their financial futures and where required, those of their descendants.
• Protect the interests of vulnerable family and relatives through the use of Power of Attorney, Court of Protection and Trusts.

As a result, Ann is regularly required to assist her clients in:

• Providing for a husband, wife or same sex partner, after their death whilst protecting the interests of any children or further issue.
• Enabling the continuity of family businesses or enterprises or other commercial investments through appropriate succession planning and ensuring appropriate tax planning is undertaken.
• Care and Support for elderly or vulnerable family and relatives.
• Assisting those wishing to support philanthropic causes achieve their objectives in the most effective manner while reflecting the donor’s longer term objectives.
• The establishment of Trusts to help achieve any of the above.