Anne-Maree Dunn Sherrards Review: Client Testimonial

2nd August 2023 | Abby Cowan | corporate and commercial, commercial property, private wealth

We asked Anne-Maree Dunn, Client Partner and Head of Tax at WMT to sit down with us and talk about working alongside the teams at Sherrards. This comes as part of our client testimonial video project to showcase the Sherrards... Read more

We asked Anne-Maree Dunn, Client Partner and Head of Tax at WMT to sit down with us and talk about working alongside the teams at Sherrards. This comes as part of our client testimonial video project to showcase the Sherrards teams, the people we support and how we support them.

Anne-Maree advises business owners and individuals on tax opportunities and challenges and works closely alongside many of the team from Sherrards including our Corporate and Commercial, Commercial Property, Employment, Residential Property and Private Wealth teams. These videos were filmed by Pearldrop Video Production at The Hub on Verulam.

To find out more about WMT and Anne-Maree Dunn, click here.

Full video transcript: 

“So looking after tax issues and looking after clients, they have lots of legal issues arise. So everything from, I work with loads of people in the Sherrards team, so private clients will need wills, trusts advice, on powers of attorney. 

I have a specialism in dealing with companies, particularly that need restructuring or selling, or getting ready for sale, or need commercial agreements, shareholder disputes. I work really closely with a couple of the people, Kyle and Leigh, in the corporate team at Sherrards, who are brilliant. They’re really practical, really down to earth, and they’re my first point of call when I need some advice for clients. 

So across the whole team they’re very open, friendly, find that clients just gel with them really easily, and they don’t stick to the legal speak. They give good, practical, down to earth advice, which is what we like to try and do for our clients as well. So it’s a good fit. 

They’re really practical, really helpful, and really knowledgeable. I would trust them, so I suppose trustworthy, experienced, but they just get it. They get business and they get people.”