Lorna Fairbairn > DMH Stallard LLP > London, England > Lawyer Profile
DMH Stallard LLP Offices
6 NEW STREET SQUARE
NEW FETTER LANE
LONDON
EC4A 3BF
England
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Lorna Fairbairn
Work Department
Private Client
Position
Lorna is Head of the private client department
Career
Lorna 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.
Work highlights
- 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
- Advised on Lasting Powers of Attorney and drafted a Will for a man left unable to speak following a stroke
- Advised in a cross border case, resulting in an Inhertance Tax saving of up to £6m
- Advised a client in respect of an application under s116 Senior Courts Act 1981 to the Probate Registry in relation to passing over a named executor and an application for the appointment of a new trustee of the Trust of the 50% interest in the property, following the disappearance of the named trustee
Languages
English
Memberships
- Society of Trust and Estate Practitioners (STEP)
- STEP Advanced Certificate for UK tax for International Clients
Education
She qualified as a solicitor in 1987.
Lawyer Rankings
South East > Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex
The ‘professional, experienced and efficient’ personal tax, trusts, and probate team at DMH Stallard LLP has recently been bolstered by its merger with private client firm Griffith Smith LLP. Split into the estate planning, trust administration services and estate administration teams, the department is headed up by ‘capable and experienced solicitor’ Lorna Fairbairn, who divides her time between London and Brighton. Nadia Cowdrey, who heads up the Sussex team, is cross affiliated with the firm’s contentious trusts and probate team, handling wills, trusts and inheritance planning. Leading the Surrey private client team is Michael Derrick, who specialises in the administration of estates and intestate estates, and is contacted for advice on Court of Protection issues and lasting powers of attorney. Other notable arrivals following the merger include Simon Rozzier in Horsham and Emma Weir in Hassocks.