Anna Wagner

Senior Associate

Anna is a Senior Associate in the Tax & Trusts Advisory team of the private client department. She trained at Farrer & Co in London and remained there for twelve years post-qualification before joining Wilsons in September 2019.  Anna has wide-ranging experience of acting for individuals, families and trustees on inheritance tax matters, wealth preservation and succession planning. Her practice includes lifetime tax-planning, preparation of wills, administration of trusts and deceased estates. Anna has particular expertise advising owners of landed estates and heritage assets. This includes advising on and making applications for heritage property reliefs; negotiations with HMRC and their specialist advisers; and working closely with land agents, heritage experts and auction houses.

Anna is a member of the Heritage Group of Advisers and the Historic Houses Association. Outside the office, Anna is kept busy by her three young children; she is a passionate gardener and supporter of community art projects.
 

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