Claire Roberts

Highly experienced in private client tax services, Claire Roberts advises a diverse range of clients, including individuals, partnerships, trustees and executors in the UK and worldwide. Claire’s particular expertise is inheritance tax, trusts, succession planning and estate administration. As a member of the Chartered Institute of Taxation, she also advises on all wider aspects of personal tax.

Feedback from clients is that Claire is extremely thorough in her work, combining professionalism with a strategic advisory approach. Clients find Claire enjoyable to work with and say she has an easy-going manner.

Claire was named one of eprivateclient’s Top 35 Under 35s. The initiative identifies, recognises, promotes and introduces the rising stars of the private client practitioner community.

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Why giving generously need not be taxing

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