Lorna Spear > Birketts LLP > Norwich, England > Lawyer Profile

Birketts LLP
KINGFISHER HOUSE
1 GILDERS WAY
NORWICH
NR3 1UB
England

Work Department

Personal Tax, Trusts and Probate

Position

Partner

Career

Lorna is a Partner in our Private Client Advisory Team and advises a wide range of clients including business proprietors, entrepreneurs and landowners on tax and estate succession strategies. Lorna specialises in complex estate administration for business and farming families, including those with multijurisdictional assets, heritage property and related trusts. Lorna has particular expertise in Inheritance Tax mitigation post death maximising claims for Inheritance Tax reliefs on land, property and other assets through negotiations with HM Revenue and Customs. She also advises trustees on all aspects of trust law and the administration and restructuring of family trusts to mitigate tax.

Prior to joining Birketts Lorna trained at an East Anglian firm specialising in commercial and agricultural work and worked in the highly regarded private client department of a large London City firm.

Memberships

Lorna sits on the Norfolk committee of the Country Land and Business Association.

Lawyer Rankings

East Anglia > Private client > Personal tax, trusts and probate: Norwich

(Leading individuals)

Lorna SpearBirketts LLP

Birketts LLP runs an integrated wills and advisory practice across its four regional offices and the Norwich team, led by Lorna Spear, plays a central role. It advises on all aspects of private client law including lifetime tax planning, wills and succession planning, powers of attorney and Court of Protection matters. The firm’s diverse client base includes farming families, landed estates, business owners, entrepreneurs and high-net-worth individuals. Veteran senior associate and ACTAPS member Margaret Smith is highly recommended.