Anne Taylor > Geldards LLP > Cardiff, United Kingdom > Lawyer Profile
Geldards LLP Offices
Capital Quarter No.4
Tyndall Street
Cardiff
CF10 4BQ
United Kingdom
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Anne Taylor
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
(Rising stars)Led on the wealth planning front by Anne Taylor and for trusts and estate administration work by Gillian Crouch, the ‘technically excellent’ team at Geldards LLP provides a comprehensive offering 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. A significant proportion of instructions flow from high-net-worth individuals, including local business owners seeking effective succession planning, as well as newly wealthy individuals as a result of the firm’s panel appointment to the operator of the UK national lottery Camelot. On the probate/administration side, the firm generates a significant amount of work from its extensive will bank as well as in a referral capacity, including from other solicitors. Senior associate Andrew Jones, who joined the firm from Hugh James in November 2021, is also recommended, and has a particular specialisation in the affairs of clients with overseas aspects to their estates.
Lawyer Rankings
- Rising stars Wales > Private client > Personal tax, trusts and probate
- Personal tax, trusts and probate Wales > Private client
Top Tier Firm Rankings
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- Public sector
Firm Rankings
- Finance > Banking and finance
- Insurance > Clinical negligence: claimant
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- Private client > Contentious trusts and probate
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