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

Birketts LLP Offices

Birketts LLP
KINGFISHER HOUSE
1 GILDERS WAY
NORWICH
NR3 1UB
England
Visit website 01603 232300 01603 230533

Lorna Spear

Lorna Spear photo
01603 756491 lorna-spear@birketts.co.uk View profile

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: elsewhere in East Anglia

The Ipswich-based practice at Birketts LLP provides its clients with ‘top-tier legal expertise’. Louise Long, who is described as having a ‘compassionate, empathetic and calm manner’, leads the private client advisory practice across all five of the firm’s offices. Lorna Spear moved internally from the Norwich office to co-lead the practice in Ipswich. Senior associates Jessica Godfrey-Withey and Rhiannon Russell as well as London-based legal director Claire Tenwick who joined from Smyth Barkham LLP in September 2022, also play central roles in the firm’s tax and estate planning work.

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

(Leading individuals)

Lorna Spear –Birketts LLP

Birketts LLP‘s practice is highly regarded for its ‘strength-in-depth’. The practice has a diverse client base, which includes many high-net-worth individuals and landed estates. Lorna Spear, who specialises in complex trusts, and June 2022-promoted partner Hayley Pettitt lead the practice. Spear advises on high-value matters, including estates with assets in excess of £100m. Senior associate Emily O’Donnell is noted as ‘efficient, wise and personable’ in trust and succession planning matters. Agriculture specialist Jack Royall frequently advises landed estates on private client matters.

Lawyer Rankings

Top Tier Firm Rankings

Firm Rankings