Lee Bolton Monier-Williams

Private Client

Anna is a Partner in Private Client.

Anna qualified in a West End law firm in 2012 and moved to Jersey to work in the International Private Client department of an international firm. Anna practiced in Jersey for three years before returning to London to work at a City law firm between 2015 and 2023.

She has a wide practice advising international and UK based private clients, family offices and trustees, on matters including succession and estate planning, trust law, UK personal taxation, philanthropy and charity issues.

Anna worked in Jersey in the Channel Islands for a number of years and has significant experience dealing with all aspects of trust law and practice. Anna regularly advises settlors, trustees and beneficiaries in relation to the administration of a trust, the rights of each party and the UK tax consequences arising in relation to both UK and international structures.

Anna also advises philanthropists and charity trustees on charity law issues, philanthropic matters and tax efficient giving including cross border giving. Anna also advises on the establishment and ongoing administration of charities.

Anna works closely with clients to create structures which will protect them, their business interests and their families with the intention of maintaining family harmony and safeguarding property to protect vulnerable clients.

Examples of recent work include:

Advising on creating and amending Vulnerable Persons Trusts to best protect the interests of the vulnerable individuals; Advising on the UK tax implications of various international trust and asset holding structures and advising on simplifying and terminating those structures where appropriate. Advising trustees in relation to the ongoing management and operation of a UK based trading business. Undertaking “trust audit” services and advising charity trustees with training and governance reviews of internal policies and best practice.