Anne Taylor > Geldards LLP > Cardiff, United Kingdom > Lawyer Profile

Geldards LLP
Capital Quarter No.4
Tyndall Street
Cardiff
CF10 4BQ
United Kingdom
Anne Taylor photo

Work Department

Personal Tax, Trusts & Probate

Position

Anne is a Senior Associate and has over 10 years’ experience as a private client solicitor. She is highly experienced in all aspects of wills, trusts, powers of attorney and estate administration and leads a section of the team dedicated to effective trust and estate administration.  A skilled wealth planner, Anne is a longstanding member of Camelot’s lottery advisory panel, providing expert advice and support to numerous winners over the years.  She has worked closely with several very significant winners to implement effective long term personal planning strategies, and forged strong relationships as their trusted advisor.  Anne is a full member of the Society of Trust and Estate Practitioners and is on the committee of the STEP Wales branch.

She acts for both professional and lay executors in administering estates and has experience of dealing with high value estates, comprising of business and agricultural assets. Anne also carries out trust administration work.

Anne has developed a niche area of practice in relation to compensation protection and court of protection work (including high value statutory will and gift applications and contentious court of protection proceedings). She regularly has matters referred to her by other law firms and other professionals, who recognise her specialism and reputation in these areas (including the Official Solicitor).

Lawyer Rankings

Wales > Private client > Personal tax, trusts and probate

(Next Generation Partners)

Anne TaylorGeldards LLP

Now with two partners focused on work in the space following Anne Taylor and Gillian Crouch‘s promotion in January 2024, as well as effectively being able to leverage resources in other associated practice areas, including corporate, charities, property and family, Geldards LLP provides ‘outstanding advice and an excellent customer service’ to a varied mix of clients, both on a standalone basis, as well as work which is sourced from professional referrals both inside and outside of Wales. Taylor, who heads up the wealth planning sub-group, ‘combines a technical mastery with a personable approach’, ensuring that she is well-positioned to advise high-net-worth individuals, including those with newly found wealth through her work for recent lottery winners (on the Camelot panel). Crouch takes the lead on estate and trust administration work and is recognised as a ‘very safe pair of hands’, including on the management of trusts for vulnerable beneficiaries, and an increasing amount of advice to charities on the legacies they receive.