Ann Cogdell

Trust Manager | London

Ann is a trust manager in the private client and tax team.

She deals with the administration of a broad range of settlements including charities. She has more than 15 years experience of trust management including dealing with inheritance tax, capital gains tax, the taxation of trust income and charity gift aid reclaims. Ann regularly organises and minutes trustee meetings and liaises with intermediaries such as accountants, investment brokers and letting agents.

Secretary Therese Botten

Track record

Assisted in winding up a trust which included illuminated manuscripts, first folio books, paintings and jewellery as well as a portfolio of shares. This involved liaising with HMRC’s specialist department as some of the chattels had previously been exempted from estate duty back in the 1920s.

Me in a minute

All my roles have underlined the importance of clear communication

Before I came to Withers my previous roles included working in the newsroom of a national broadcaster and in the press office of a tourist board (as well as the personnel department of a brewery!) All my roles have underlined the importance of clear communication.

Languages


  • English

Dates


Joined

1996

London

20 Old Bailey,

London,

EC4M 7AN

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Regularly works with...