Laura, who joined the firm in March 2013, has extensive experience in preparing Estate & Trust accounts, Tax Returns, Investment Accounts and has a sound understanding of wills and IHT returns. Laura recently passed her final STEP exam and is now qualified as a Trust and Estate Practitioner. Prior to moving to Sidmouth, Laura worked in WBW’s Paignton office.
Victoria Smyth joined WBW’s Exeter office as a Partner in the Private Client department in 2016 and specialises in wealth management, Wills, trusts and tax service for businesses and individual clients. Victoria has substantial experience in assisting families post bereavement in dealing with complex estates, mitigating inheritance tax, claims for agricultural and business property relief and generational tax planning.
With the addition of Victoria and Laura to our Sidmouth office, we are able to provide first class Private Client services to both new and existing clients. The office also has the benefit of being able to call upon the other specialised departments of WBW and as a result of this, we are able to provide a full offering of legal and financial planning services out of our Sidmouth office.
If you would like to contact Victoria or Laura for any Private Client related queries that you may have, then you can arrange an appointment with them by calling 01395 577061 or email firstname.lastname@example.org.