Annabel Poon

Critic
DISC Type : C

Associate Director at Buzzacott

London, England, United Kingdom

Overview

Annabel is a dual-qualified US/UK Associate Director at Buzzacott, specializing in tax implications for individuals and trusts moving between the two countries. An alumna of Kings College London, she is ATT, CTA, and EA qualified, focusing on complex cross-border wealth management.

Outside of her professional work, Annabel has a passion for world travel. She previously took a career break to journey extensively through South East Asia, South America, and North America, giving her a global perspective.

Unique fact: She was the recipient of the ATT Business Compliance prizewinner award in November 2012.

Personality Overview

ROI Driven

Negotiator

Precise

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

US State Taxes
She recently authored an in-depth article breaking down the complexities of US state taxes for individuals planning a move to or from the US.
Dual-Country Taxation
As a dual-qualified U. K. and U. S. tax expert, this is the core of her advisory work for clients with financial interests in both countries.
Taxation of Carried Interest
Annabel has written about the current tax rules for US and UK taxpayers, exploring potential planning opportunities in this specific area.

Media Appearances

Annabel has no verified media appearances

Work History

10-2025
Associate Director at Buzzacott
10-2019 - 9-2025
Senior Manager at Buzzacott
11-2016 - 9-2019
Expatriate Tax Manager at Buzzacott
4-2016 - 10-2016
Travelling at Travelling The World
10-2015 - 3-2016
Expatriate tax manager at Buzzacott

Education

2009 - 2010
LPC from The University of Law
2006 - 2009
Bachelor of Laws (LL.B.) from King's College London

More Information

Social Presence :

Prographics :

Exp : 14 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Associate Director at Buzzacott
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Insights For Selling To Annabel

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Do not use very emotional or colorful language
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Annabel is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Annabel

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Annabel move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Annabel take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Annabel

Personality Compatibility


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