Anna Casey-Woodward – TEP
“Knowing how to take that first step is often the hardest and that’s where I come in. I love the opportunity that I get each day to help someone and tick something off their ‘to worry about’ list.”
Direct line: 01865 255 637
Anna is a committed and talented Associate Solicitor in our Private Client Team, having trained and qualified at HMG after joining us as a legal secretary following a previous career in the criminal defence sector. Born and bred in Oxfordshire and always having dreamed of practising here, Anna was drawn to HMG by “its culture of professional development, range and depth of work available, and the warm relationship between colleagues.”
She specialises in trusts and tax planning, assisting in trust creation and tax compliance administration, tax planning, and self-assessment tax returns. She also works more widely in the private client field by preparing wills, lasting powers of attorney, and estate administration, particularly more complicated estates.
Described by colleagues as bright, cheerful, easy-going and always willing to help, Anna has impressed clients with her genuine desire to get to know them and their issues. “You need to discuss the issues at hand and how you can help”, she says. “For me, it is about developing a good working relationship with someone where they can ask me anything and trust me. After that, the rest is easy.”
Clients appreciate Anna going the extra mile to achieve their goals, grateful for her helpful, knowledgeable, kind and proactive assistance. “You were so helpful”, remarked one client, “that the long-avoided process of making our wills was, in the event, not painful”.
Anna is an associate member of the Society of Trusts and Estates Practitioners and is working towards a qualification with the Association of Tax Technicians.
She is also an apprentice Freewoman of Oxford – and when not juggling all of that she manages to fit in slightly more relaxing knitting, embroidery, baking, learning languages, and motorcycles.