Island Knowledge - National Expertise

Claudia Roberts

Claudia Roberts

Partner and CTA, SFE, TEP

Claudia Roberts brings over two decades of unparalleled experience to her role as a Partner Solicitor at Glanvilles Damant Limited. Her expertise spans across an array of areas including will writing, powers of attorney, estate and trust administration, as well as tax, inheritance tax planning, and wealth management. Her keen understanding of trusts has made her a respected voice in the field.

Raised in an owner-managed business environment and armed with a background in business and accounting, Claudia specialises in advising business owners on Inheritance Tax planning (IHT), ensuring that business interests are passed on tax efficiently and in the most appropriate manner to the next generation. This expertise extends to farmers and landowners for whom she handles Agricultural Property Relief (APR) and Business Property Relief (BPR) claims. Through drafting wills and offering expert guidance, Claudia ensures that farming assets are transitioned to the next generation in the most tax-efficient manner possible.

Claudia's passion for tax, particularly in ensuring maximum tax savings for her clients, led her to achieve the status of a Chartered Tax Adviser in 2005. The knowledge and training gained from this qualification allows Claudia to provide comprehensive financial advice to our clients.

Claudia is also a fully qualified Member of the Society of Trust and Estate Practitioners (STEP) - an organisation set up to promote the highest standards within the profession of Will, Trust and Estate Advisers. Claudia’s commitment to maintaining up-to-date knowledge in her field is demonstrated by her successful completion of the additional Advanced Certificates in Trust Disputes and Will writing.

Claudia's compassion extends to her work with vulnerable individuals. As a member of Solicitors for the Elderly and a Solicitor for Mencap, she specialises in advising on asset protection for vulnerable beneficiaries. This crucial work underscores Claudia's commitment to ensuring equitable and compassionate legal advice for all clients.

We are immensely proud to have Claudia as a Partner at Glanvilles Damant Limited. Her professional journey exemplifies her commitment to the legal field and her dedication to providing top-tier services to our clients

  • "Thank you for the wonderful advice your firm gave us. We will have no hesitation in contacting you should we need any help in the future."

    — Client, Isle of Wight

  • "Thank-you again - you really have been amazing and so helpful and I’m extremely grateful."

    — Client

  • "Claudia -Thank you again for all that you’ve done for us over the past year. You have been very easy to engage with and always so responsive."

    — Client

  • "Parisa - Thank you so much for all that you have done for me, your kindness and patience have made my claim so much easier and explaining everything to me has helped so much. Thank you again."

    — Client, Isle of Wight

  • "Thank you for the wonderful advice Claudia gave us. We will have no hesitation in contacting you should we need any help in the future."

    — Client

  • "The service I received was second to none. I will of course happily recommend you to others."

    — Client

  • "Thank you to Parisa, who phoned me this morning. She was absolutely brilliant, provided crystal clear advice and put my mind at rest. For months I've wondered whether or not I should consult a solicitor and I now feel that I can move forward."

    — Client

  • "Claudia - I wanted to say thank you for what you’ve done for my sister and I, definitely took a lot of the stress away in dealing with the probate."

    — Client

  • "Many thanks for your clear explanation and guidance through out Wills & LPA's We no have peace of mind to know this has all been sorted. Thank you Kate."

    — Client