Naomi Woods qualified as a solicitor in 2010 and joined the Private Client department of Everys in 2016. Her expertise lies in tax planning, wills, estate administration, lasting powers of attorney, elderly client matters and advising businesses and farm owners on property relief and inheritance tax planning.
Naomi’s experience includes:
- Advising a client who has a share of a business about his will. This included drawing up a discretionary trust will with a detailed letter of wishes to ensure that the maximum amount of inheritance tax relief would be obtained upon the client’s death;
- Preparing a deed of variation for clients to ensure that an amount due to them passed directly to their children, thereby mitigating the amount of inheritance tax on their deaths. The deed also made sure that no capital gains tax was liable as a result of the transfer of assets; and
- Negotiation with HMRC over claims for agricultural property relief in farming estates.
Naomi is a Trusts and Estates Practioner (TEP) and is a full member of the Society for Trusts and Estate Practitioners (STEP), and Solicitors for the Elderly. She is also on the Education and Training Sub-committee for the Devon and Somerset Law Society.