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John Annetts Partner: Private Client

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John specialises in UK tax and estate planning for high net-worth individuals and families using Wills and Trusts.  He also deals with the administration of complex estates, often with an offshore element.  John advises trustees of trusts in the UK and matters involving the office of the Public Guardian.

He is a member of the Chartered Institute of Taxation, the Association of Taxation Technicians and the Private Client Section of the Law Society.

Recent work advising

  • the Executors and Beneficiaries of a multi million pound estate on post-death tax mitigation strategies involving private company shareholdings and investment properties
  • the Trustees of a number of family trusts on the reorganisation of the Beneficiaries’ interests and the effective exercise of their trustee powers
  • advising the administrators of an estate involving an application against the estate under the Inheritance (Provision for Family and Dependants) Act 1975, French property (succession and tax issues), and private company share holdings

Random fact

John has recently “hung up his boots” from competitive Saturday football and is trying to fill the void with golf.

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