Naomi is a Senior Associate and Solicitor in the Wealth Management team. She is an expert in crafting carefully prepared claims for often tricky Inheritance Tax reliefs, such as Agricultural Property Relief and Business Property Relief, and in the administration of high value estates.
Acting for high net worth individuals, including farm and business owners, she is particularly adept at steering her clients through the technical and specific detail of the law, helping to protect their interests, now and for the future.
She also specialises in lifetime succession planning, supporting her clients with empathy and understanding to navigate what can often be a complex area of the law.
Alongside this, Naomi has a wealth of knowledge and experience in creating Wills and trust deeds tailored to her clients’ specific needs, as well as preparing Lasting Powers of Attorney and guiding clients through the intricacies of tax law.
She enjoys getting to know her clients and their goals, working tirelessly to find bespoke solutions that are right for them.
Naomi is a full member of the Society of Trust and Estate Practitioners (STEP) and a Director of Tozers Trust Corporation Limited, through which Tozers acts and Executor, Deputy and Attorney.
Recent experience includes:
- Achieving successful claims for Business Property Relief in estates, resulting in a reduction of Inheritance Tax on one estate by nearly seven figures.
- Dealing with complex claims for Agricultural Property Relief, including on estates with multiple farmhouses, which require an ability to delve deeply into the technical detail of the law to support the claim.
- Providing tailored succession planning advice to families in complex and often delicate situations, including discussions on the creation of trusts and collaborating with Tozers’ Corporate Team to ensure any arrangements in respect of the clients’ businesses will work seamlessly with the proposals being considered.
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