Anne Gardner-Thorpe

Partner

Anne holds the STEP (Society of Trust and Estate Practitioners) Diploma in Trusts & Estates, and is a Chartered Tax Advisor (CTA). She has advised clients, many with vastly differing circumstances and aims, for over twenty years. Anne started her career working in corporate tax, but now concentrates on providing clear and accessible inheritance and capital gains tax advice for individuals, families, business owners and those involved with trusts in various capacities. Anne lives in Somerset and enjoys getting out with her dogs in the beautiful countryside.

Services

Personal Tax

Does the thought of paying your tax bill fill you with dread? Is your annual tax return proving to be a headache? Confused by the reliefs and allowances you may be entitled to claim? Seeking watertigh...
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Estate Planning & Trusts

The inheritance nil rate band has been £325,000 since 2009 and has been frozen at this amount until 2026. There is an additional allowance if your home is left to certain relatives but this has also b...
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