Ingrid McCleave

Partner

Solicitor

Power of Attorney, Wills, Trusts & Estate

Wellers Wealth Tax and Law

020 3909 8576 Email Ingrid
London
Sevenoaks

Ingrid is Head of Wellers Wealth, a private client and tax advisory service at Wellers and a Partner within the firm. She brings with her extensive experience and knowledge of taxation and trust law. Wellers Wealth provides an invaluable service to business owners/directors and high net worth individuals and their advisers.

After completing her LLB (Hons) in Business Law at Guildhall University where she studied company law, taxation and related subjects, Ingrid studied at the Inns of Court School of Law and was called to the Bar in 1995, specialising in European Competition Law and International Trade.

 Ingrid’s first position was at PricewaterhouseCoopers in Edinburgh where she worked as a corporate tax senior in the Corporate Tax and Life Insurance Tax Department of the Financial Services Division as a tax advisor for large banks and insurance companies. This involved working as part of a team of three looking at tax planning strategies for multi-national insurance companies, leading often to international corporate restructuring for tax purposes. Ingrid was initially recruited to prepare a report to be disclosed during a tax investigation by the Revenue involving the tax treatment under the pre anti avoidance legislation of a box option, which was the underlying investment for the insurance companies guaranteed income bond.  

Ingrid was then asked to join Arthur Andersen (the 4th largest accountancy firm worldwide at the time) where she managed the tax compliance for a portfolio of clients which included a number of investment companies and a Japanese bank with branches in England.  

During her period at Arthur Andersen she co-wrote the Tax Guide to Europe, an internal publication that was sent to Andersen’s clients. This involved writing a chapter on each European country, summarising the corporate tax, income tax, indirect tax and capital taxes of each country. 

Ingrid then transferred to Treasury within Andersen’s (due to her prior experience of derivative instruments) where she worked as part of a team designing derivative products which banks and insurance companies used as the underlying investments for the products they sold their clients. 

Ingrid then moved to Numerica (the 15th largest UK accountancy firm at the time) as a Tax Manager focusing on owner managed businesses. There she was Head of Corporate Tax Planning and Stamp Duty. She also continued working in International Tax drafting reports for overseas clients with business interest in the UK. This involved proactive tax planning on behalf of the individual and the company, often involving international relocation and restructuring.   

In 2004 Ingrid converted to become a solicitor and has worked predominantly in law firms after a short spell lecturing Law at Brighton University. During her career as a solicitor Ingrid has worked as a Senior Associate and Head of Tax and Private Client in a Legal 500 firm in Central London.

 Ingrid regularly lectures on Trust and Taxation and Business Succession courses for the Society of Will Writers and The Association of Accountants as well as to a number of group of financial advisers.

 Ingrid initially studied piano and composition at Trinity College of Music in London and then went on to teach piano and woodwind at Eastbourne College and until recently, whilst living in Edinburgh, Ingrid gave regular piano recitals at the Edinburgh Society for Musicians.

 

Tara Edwards

Chartered Legal Executive

Private Client Executive

Wellers Wealth Tax and Law

020 3892 8761 Email Tara
London

Tara works with and supports Ingrid McCleave within Wellers Wealth.

Annelise Tyler

Chartered Legal Executive

Power of Attorney, Wills, Trusts & Estate

Wellers Wealth Tax and Law

01732 446374 Email Annelise
Sevenoaks

Annelise is a Chartered Legal Executive in the Private Client department at our Sevenoaks office.

Annelise started her career in publishing but moved into law and cut her teeth practising personal injury litigation in Legal 500 firms in London, qualifying as a Legal Executive in 2013.  She has since expanded her practice into private client work in which she has found her niche.  Annelise’s practice involves all areas of private client work including the preparation of Wills, LPAs and Trust documents as well as administration of estates and giving advice on tax and trusts.

Annelise prides herself on being very approachable.  She is highly client focused and adopts a forensic attitude to her work, taking care to identify the needs and wants of her clients with the purpose of providing clear advice to achieve the most effective outcome in the particular circumstances