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Expertise

Biography

Described as going ‘above and beyond’ for her clients, Lynda is a Partner and leads the Wills, Trusts & Tax team in our Shrewsbury office. 

 

Background and Expertise 

Having qualified in 2003 at a leading firm in the South East, she has since worked at a number of prominent city firms before joining Aaron & Partners as an Associate in 2014.  Lynda is now a Partner within the firm’s Wills, Trusts, & Tax team. Her primary focus lies in advising high net worth private clients and trustees on all matters relating to tax, trusts, estates, and succession planning. 

 

Specialisations & Personal Achievements  

Lynda possesses a particular passion for assisting business owners, landowners, and high net-worth individuals in organising their estates to minimize exposure to inheritance tax. Her expertise also extends to the creation and administration of charitable trusts. Beyond her legal career, Lynda's love for equestrian activities enables her to advise on non-contentious equine-related matters, such as loan and livery agreements. 

Her prior experience has equipped her with the skills required to handle complex cases involving Wills and Lasting Powers of Attorney with great efficiency and precision. Through her commercial and objective insights, and genuine empathy, Lynda ensures her clients receive high-quality advice tailored to their unique circumstances. 

Lynda is also an esteemed member of the Society of Trust and Estate Practitioners (STEP) and she actively contributes to the legal community as a member of the Birmingham branch of the STEP committee. 

Outside of the office, Lynda is a keen tennis player and represents Shropshire at county level.  

 

Recent Work Examples 

  • Assisted a beneficiary in an Estate where the Will had been lost and a Deed of Variation needed to be entered into.  The Estate assets were complex and consisted of a farm, offshore assets and  commercial premises.  
  • Successfully set up a charitable trust into which a well-known local landmark was transferred. 
  • Successfully reorganised a high net worth client’s estate who had a complex family situation to reduce their exposure to Inheritance Tax. 
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Lynda Richards has dealt with the complex legal side of the difficult family business challenge that I was faced with. She has professionally advised and prepared the many legal documents required. Meanwhile her kind thoughtful advice has prevented a potentially expensive, hurtful family disaster.
Client feedback via The Legal 500
Lynda responded quickly to my needs, understood these immediately, listened to me, explained her actions, and took care in answering my queries. Her communication is excellent. Her work ethic is truly outstanding.
Client feedback via The Legal 500
I have dealt with Lynda Richards. I have found her and her team to be exemplary in their engagement and response with clients.
Client feedback via The Legal 500
Lynda Richards is clearly able to show a depth of knowledge over the breadth of the specialism area. She has given us appropriate guidance, and has demonstrated a thorough methodology.
Client feedback via The Legal 500
Lynda Richards – Personal service, took time to understand our particular situation and circumstances and guide us through the minefield of Trusts and Wills, letter of wishes etc.
Client feedback via The Legal 500
Lynda Richards has been proactive and efficient.
Client feedback via The Legal 500
Lynda Richards has been excellent. Lynda has considerable knowledge of inheritance law and also its relationship with regards to American tax implications. We found Lynda to be very punctual in her responses, pro-active and precise. She was very approachable and easy to contact.
Client feedback via The Legal 500
Lynda Richards is rated for her ‘outstanding knowledge’ and is ‘both punctual in correspondence and appointments’.
The Legal 500