Lucy is a Chartered Tax Adviser and a member of the Society of Trust and Estate Practitioners (STEP), with more than 25 years’ experience in private client tax.
Lucy’s clients are both UK and international, typically high net worth with complex tax affairs.
Lucy takes a people-focused approach, combining empathy and understanding with clear, pragmatic advice. From annual tax filings to complex planning, the focus is on providing clarity, making progress and giving clients peace of mind.
Key experience
- Tax planning and advice for high net worth individuals and trusts, including UK residential property matters, income tax, charitable giving, capital gains tax and inheritance tax.
- UK tax compliance including complex tax returns for UK and non-UK clients, and HM Revenue & Customs enquiries.
- Advising on UK tax residence including pre-arrival planning, leaving the UK and the Foreign Income and Gains (FIG) regime.
- UK tax advice to international clients, including tax-efficient asset structuring, connecting with advisers in other jurisdictions and double taxation agreements.
Interests
Lucy lives in the Chilterns with her family and enjoys spending time outdoors, particularly walking and cycling, as well as a good book.
