Explaining that she joined the firm in 2017, Anne says that her background since qualifying as a solicitor in 2009 has been exclusively in the area of private client work, such as wills, estate planning, inheritance tax planning and trust administration. Anne also talks about Graysons’ relatively new venture into innovative business wills and their benefit in helping to mitigate inheritance tax.
Anne discusses the bespoke service offered by Graysons’ private client team and how it does things differently to other firms.
Listen to Anne’s podcast below to find out more about how national trends and the economy help to shape the future of Graysons’ private client team, the positive effect the firm’s recent ‘culture review’ and promotion of its core values has had on Anne’s team and the challenges she has faced and benefits gained in expanding the team from three to 10 in a short period of time.