Anna Schwarz

Director, Bristol

Anna Schwarz

Anna sits within the firm’s Business Advisory and Assurance Team, providing services to owner managed business and larger national groups with turnovers from £500,000 to £150 million across multiple sectors. Anna is both a Chartered Accountant and a Chartered Tax Advisor and her priority is provide a rounded service bringing together the two disciplines.

Anna is a member of the firm’s Entrepreneurs Practice Group.


Key experience

Examples of advisory work include:

  • Providing commercial and tax valuations for purposes such as share schemes, management buyouts and probate.
  • Reviewing the accounting and tax implications of group re-organisations.
  • Advising on the most tax efficient exit strategy for winding up a business.

Interests

Anna has recently moved to the Mendips and is enjoying exploring the local area and playing at the local tennis club with her husband. She is also learning Spanish in her spare time.

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