Cripps Harries Hall

Anne Lewis has a wide range of experience dealing with Wills, probate, trusts and related tax planning. She is a qualified Chartered Tax Adviser and a STEP member. Anne has considerable experience of dealing with the Court of Protection. She is regularly quoted in the national press and gives seminars to clients and professionals. Anne is recognised as a prominent figure in the Citywealth Leaders List 2013.

Expertise

• Estate planning
• Inheritance tax
• Wills
• Probate
• Deputyship for the mentally ill
• Tax planning (general)
• Trusts
• Capital Gains Tax
• Powers of attorney
• Income tax

Memberships

• Chartered Institute of Taxation
• RSA
• STEP (Society of Trust & Estate Practitioners)

Career

• Partner, Cripps Harries Hall LLP, 2001
• Partner, Amery-Parkes, 1991
• Solicitor/Partner, Keene Marsland, 1985
• Solicitor, Osmond Gaunt & Rose, 1983
• Trainee Solicitor, Osmond Gaunt & Rose, 1981

• CGT planning relating to four properties owned by a client, completed before the emergency Budget leading to a five figure tax savings.
• Six figure savings of CGT and Stamp Duty Land Tax mitigation work relating to four freehold properties subject to long leases with a value of approximately £5 million.
• Advising on the setting up of 24 pilot trusts in relation to a SIPP worth in excess of £1m in the context of the overall wealth of the client and implementing.