Lana is a Senior Wealth Planner specialising in private-client taxation and cross-border wealth planning. She facilitates bespoke succession and inheritance tax planning for HNW and UHNW families using investment-linked insurance solutions. She has contributed technical leadership and thought-leadership content in various articles and industry commentary and she is frequently consulted on the investment and insurance contract law aspects of policy structures. Lana has nearly 14 years’ experience in Corporate taxation, Policyholder taxation and Private client taxation. She has extensive knowledge of Trusts and corporate structures. She trained in Big 4 Accountancy firms in their Life Insurance tax teams before moving in-house.
Qualifiations
- LLB Law degree (Queen Mary, University of London)
- LPC (Legal Practice Course – College of Law, Bloomsbury)
- ATT (Association of Tax Technicians)
- TEP (Trust and Estate Practitioner – STEP).