Anna has been a member of the Private Client team at Barker Gotelee since April 2018.
After initially assisting with a large number of Universal Wealth clients, in February 2020 Anna started working as Probate and Trusts Assistant alongside Peter Gooch and in May 2021 became Assistant Trust Manager within the Private Client department. Anna continues to expand her knowledge of probate matters while assisting with the administration of estates and trusts. Anna also deals with reporting Capital Gains Tax on the disposal of a second residential property and is very familiar with the online filing process as well as registering trusts with HMRC online.
“I really appreciate the kindness and care Anna has shown while dealing with my late husband’s estate.”
“I am delighted with how Anna has dealt with my mother’s estate – always prompt and understanding.”
“I am very grateful to Anna for her support and assistance in this matter. She has been very efficient and friendly which has been much appreciated.”