Lorna advises individuals on the use of wills, lasting powers of attorney and trusts in planning for their and their loved ones’ futures.
Lorna will also advise clients on their inheritance tax exposure and planning available for this. Lorna has been noted as being “approachable and friendly as well as being very knowledgeable and having an ability to explain the issues very clearly”.
Lorna’s clients include executor/ trustees who want to decide whether to retain a trust after the death of a beneficiary and ensure that they are acting in accordance with their legal duties and in accordance with what is often seen as a complicated tax regime.
Many of Lorna's clients are also business owners who want to ensure that their business interests pass to the appropriate beneficiaries on their death whilst being mindful of the tax implications of doing so. As well as acting for business owners Lorna also acts alongside our agricultural team to advise the farming and land-owning community.
"The team is very approachable and the advice to clients has always been communicated in a clear and understandable manner"
Lorna has a strong background in trusts and advises on their creation, administration and winding up including the tax implications of doing so.
She has been noted for her pragmatic and empathetic approach.
Lorna is used to working alongside her clients’ other professional advisers to ensure a joined-up approach to planning their affairs.
"Wright Hassall is "very impressive and very commercial but keeps a human face"
Lorna started her legal career as a paralegal working in residential conveyancing. Lorna then undertook part-time study courses to convert her business studies degree to a law degree and go on to qualify as a solicitor in private client.
Lorna qualified as a solicitor in 2011 working in the Hampshire town of Lymington before moving back to her roots in the West Midlands. Before working at Wright Hassall Lorna worked for a large national law firm in the Birmingham office. Working at Wright Hassall has allowed Lorna to return to work in the town in which she grew up, and the firm she worked at part-time whilst a teenager attending a local sixth-form college.
Lorna qualified as a Trust and Estate Practitioner with STEP in 2015 and joined the Birmingham branch committee in 2015. STEP is often seen as the “gold standard” qualification for those working in the private client industry.
Lorna undertook the STEP Advanced Certificate in Will Writing in 2019 and was awarded a distinction.
- STEP – Advising families across generations
- STEP Birmingham branch committee member
Lorna is interested in film and goes to the cinema regularly. She enjoys music and comedy and has been to Glastonbury many times. She also likes spending time with her friends and family. Lorna loves skiing and goes at least once a season with a group of friends. Lorna goes to the gym regularly (as a necessary evil).
At home Lorna lives with her fiancé in Solihull and their two cats.