Client Quote
"What a pleasure it has been to have such a likeable and efficient person to look after our every query and anxiety, and with such reassuring attention to detail at all times."
Private Client
Lorna is Head of the
private client department and is involved in the full range of private client matters including the administration of Trusts, administration of Estates and preparation of Wills and Lasting Powers of Attorneys.
Lorna advises clients on creation of trusts if appropriate, e.g. for personal injury settlements, and on pension benefits. She also advises clients who are business owners in relation to safeguarding their business assets to future generations including advising on Inheritance Tax mitigation through BPR, life time exemptions, PETs and interplay with Capital Gains Tax liabilities and possible reliefs such as Entrepreneurs Relief, which included liaising with clients’ other advisers such as accountants and IFAs for a joined up approach.
Recent work examples
- The Deceased died intestate following the rejection of two wills considered to be invalid by the Probate Registry. We advised the administrator of the Estate in respect of a claim brought by the Deceased’s carer of the deceased for Proprietary Estoppel over the Deceased’s property
Lorna's memberships and associations
- Society of Trust and Estate Practitioners (STEP)
- STEP Advanced Certificate for UK tax for International Clients