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Ann joined Steed & Steed in 2019. She is a solicitor in the firm’s Private Client Department.
Ann meets with clients to discuss their requirements for their Wills and advises them on a wide range of matters that may influence how a will is drafted, including inheritance tax, guardianship of a minor, care home fees and safeguarding assets for first or subsequent families.
In the area of probate, Ann guides and advises clients through the steps of administering an estate, including intestate estates (where there is no valid Will). This includes valuing the estate and preparing and submitting inheritance tax accounts to HMRC (where necessary), applying for a grant of probate or letters of administration, gathering in of assets, settling of liabilities, preparing the estate accounts and distributing the estate to the beneficiaries.
Ann’s practice focuses on all aspects of private client work. She advises clients on Lasting Powers of Attorney (Property and Financial Affairs and Health and Welfare). Ann also deals with Deputyship applications to the Court of Protection. These are necessary where someone has not made an Enduring Power of Attorney or Lasting Power of Attorney and they have become physically or mentally incapable of managing their own affairs. These applications are usually made by close relatives but also by the local authority where there is no one willing or able to do so.
- Westminster University, Business Studies, 1991
- CPE, Legal Training, 2000
- Anglia Polytechnic University, Chelmsford, Legal Practice Course, 2001
- Trainee Solicitor, 2002-2004
- Admitted as a Solicitor, 2004
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