These appointments mark an exciting time for the department, with Norwich retaining its status in Chambers High Net Worth 2019 Guide for the third year in a row and Partner Lorna Spear being ranked in the Private Wealth Law category for Norwich and the surrounding areas.
The team has seen a period of remarkable growth, with Emma Rees qualifying in to the department plus the twin appointments of Tax and Trust Executive Janette Chinn and Associate Laura van Ree earlier this year. Janette brings a specialism of trust account administration and Laura has expertise in tax efficient succession planning, probate and Court of Protection work. Laura is also a STEP member and passed with distinction, obtaining a Worldwide Excellence Award for achieving the highest overall mark in the Diploma in 2015.
Helen qualified in 2006 and Hayley in 2008, and between them they have over twenty years’ experience in the Private Client sector specialising in wills, tax and succession planning, trusts, the administration of estates and powers of attorney.
Hayley and Helen are also members of the Society of Trusts and Estates Practitioners (STEP), a global professional association who specialise in succession planning and family inheritance, and both passed their diplomas for the same with Distinction. Hayley and Helen sit on the Norfolk & Norwich STEP Committee with Helen acting as secretary.
Helen commented on her appointment: “I am thrilled to have joined Birketts. The well-established Private Client team is acknowledged as an award-winning national heavyweight and I am excited to face fresh challenges with the support of this expert team.”
Hayley added: “I am looking forward to advising clients on a broad range of matters including tax, will planning, estates and trusts. The innovative and supportive culture at Birketts is one I am pleased to be a part of.”
Tim Galloway, Head of Birketts’ Private Client Advisory team, added: “I am very pleased to announce these excellent additions to our team. With both Helen, Hayley and Laura being known for their legal acumen, as well as their strong people skills, Janette’s well known technical trust knowledge and Emma having excelled as a trainee in the department I have no doubt they will all thrive within our Norwich office and in the firm as a whole.”
The content of this article is for general information only. It is not, and should not be taken as, legal advice. If you require any further information in relation to this article please contact the author in the first instance. Law covered as at October 2019.