Legal Director

Elaine Morgan

Head of Lodders' Tax and Trust team

Elaine Morgan, head of Tax and Trusts at Lodders Solicitors in Stratford

Short bio:

I am a Legal Director in the Private Client team and lead the Tax and Trusts team.

I joined Lodders in March 2022, bringing 20 years’ of trusts and tax experience from senior roles in legal and accountancy firms.

I specialise in trust administration, tax, and accounts, working with a variety of individuals from high net worth clients to small family trusts, who need assistance regarding their finances and tax affairs.

My experience includes administering the trusts set up from landed estates and other family trusts and preparing estate accounts and dealing with the pre-death and administration tax on estates. I advise on the capital gains tax and IHT implications of transfers out of the trusts and prepare the necessary tax forms. I prepare personal tax returns for beneficiaries of trusts and have also assisted solicitors in the tax affairs of estates and estate account production together with trust accounts.

I also have expertise in the Trust Registration Service procedures and assist trustees with ensuring that their trusts are registered with HMRC.


I am based in Stratford upon Avon

  • Private Client
  • Tax and Trusts
Elaine Morgan Louise Igoe Tax Trusts Solicitors Lodders
News

Lodders hires tax expert to head Trusts & Tax team

Law firm Lodders has appointed Elaine Morgan as Legal Director and the head of its new Trusts & Tax team.

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Sarah Hawkins, Lodders Solicitors, Private Client, Stratford upon Avon
News

Trust Registration Service: help for trustees

Lodders has a dedicated TRS team to help you understand the requirements and to guide you through the process.

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Legal Guides

Trust Registration Service: frequently asked questions

Comprehensive FAQs to help trustees understand the Trust Registration Service requirements.

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