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Anna Coakes

Partner Mayfair (London) T +44 (0) 20 7518 0244
annacoakes@incegd.com

Department Private wealth & family, Private wealth, Wills & succession planning Qualified England & Wales, 2006 Education (University) BA/LLB University of Newcastle (NSW), College of Law – Diploma of Legal Practice in Sydney (NSW),

Anna Coakes

You, Anna Coakes
& Ince, in any case

Anna has over 15 years’ specialist experience of advising clients on probate and administration of estates, wills, inheritance tax and trusts.

Anna is a Member of STEP, a Solicitor of the Supreme Court of NSW and a Solicitor in England and Wales.

Legal Directory Quotes

"SENSIBLE AND STRAIGHTFORWARD"

-LEGAL 500 UK

"A SUPERB ALL-ROUND LEGAL ADVISER PROVIDING AN EXCELLENT SERVICE TO CLIENTS"

-LEGAL 500 UK

Quote

I will always aim to provide my clients with pragmatic and sensible advice to achieve a workable solution, keeping in mind that the nature of the work that I do will always be of a sensitive and personal nature, and often involving a consideration of a multitude of family dynamics.

Professional Accolades & Memberships

  • STEP

  • Anglo Australasian Lawyers Society

  • Australian Business London

Accolades:
The Legal 500 - recommended in 2017 and 2018 for Personal Tax, Trusts and Probate.

Ranked in Legal 500 2019 as highly recommended.

Matter highlights

  • Advising the UK executors of a cross-border UK/US estate with a global estate value of circa $100 million;

  • Advising the executors of a cross-border UK/Irish estate comprising significant property assets in both jurisdictions

  •  Advising in relation to inheritance tax and succession issues for a UK based family, dealing with three generations of the family

My recent publications

News / Dying without a will – minor changes to the rules

17-01-2020 /

Under UK law if you die without having made a will then the Government has, essentially, made one for you. This is called dying intestate and these are the statutory intestacy rules. As of 6 February 2020 there will be minor changes to these rules.

Dying without a will – minor changes to the rules

Blogs / Family investment companies: an innovative alternative to trusts?

23-11-2018 /

When considering succession planning individuals increasingly prefer family investment companies (FICs) to the more traditional trust structure. The rise in the popularity of FICs for long-term wealth management is due to continuing favourable levels of UK corporation tax while trusts are increasingly taxed and regulated.

Family investment companies: an innovative alternative to trusts?

Blogs / WhatsApp Will

20-10-2017 / TMT

On the 9th October 2017 in the Supreme Court of Queensland Australia Justice Brown ruled that an unsent text message found in the deceaseds phone constituted a valid form of will

WhatsApp Will