Biography
Victoria is a Senior Associate in the Trusts & Estates team. Victoria qualified in 2006.
Victoria advises a wide range of clients on all aspects of private client work. This includes advising on wills, trusts, powers of attorney and all aspects of estate administration. Victoria works closely with business owners, including farmers, and high net worth individuals for both life time planning and post death work, ensuring they maximise all reliefs available to them. Over the last 16 years Victoria has developed a particular interest in working with agricultural clients, providing estate planning advice to farmers and dealing with agricultural property relief and business property relief queries.
Relevant experience
- Private clients: advising on tax planning through, wills and post death variations to maximise the use of inheritance tax allowances including the residence nil rate band and available tax reliefs including business relief and agricultural property relief and to take advantage of the reduced rate of inheritance tax which applies where at least 10% of an estate passes to charity.
- Private clients: advising on succession planning in relation to businesses both through lifetime planning and through will planning including balancing the interests of family members who are working in the business with those who are not.
- Private clients: advising on wills which provide for disabled beneficiaries.
- Private clients: administering estates to include the completion of inheritance tax formalities and making the relevant claims for agricultural property relief and business property relief.
