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: elsewhere in East Anglia

The Ipswich office of Birketts LLP is the lynchpin of its private client practice and is home to some of its most experienced partners. The firm hired tax specialist Gavin Birchall from accountancy firm Scrutton Bland in 2023 to co-lead the group along with firm-wide head of private client Louise Long and local lead private client advisory partner Lorna Spear. Senior associates Jessica Godfrey-Withey and Rhiannon Russell as well as legal director Claire Tenwick also play key roles in the firm’s tax and estate planning work. The firm has ‘a really strong team, full of very capable and approachable people‘, who handle the full range of tax, trust, lifetime planning and Court of Protection matters.

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

(Leading partners)

Lorna SpearBirketts LLP

Birketts LLP provides ‘highly professional and level-headed advice‘ on probate, inheritance tax, the duties of trustees, succession planning and much more. Complex trusts specialist Lorna Spear and up-and-coming partner Hayley Pettitt, who stands out for her advice on succession planning for families and farming businesses, lead the practice from Norwich. Pettitt ‘explains even the most complex structures clearly‘. Agriculture specialist Jack Royall is a key adviser to landed estates. Legal director Helen Cordingley frequently assists high-net-worth individuals with succession planning and the administration of trusts. Emily O’Donnell and William Cason are among the firm’s talented senior associates.