Lizzie is Head of Private Wealth and a Partner within the Private Wealth and Estates Group in London, having joined the firm in 2011 from a Private Bank.
Her work involves coordinating the services provided by the firm to her High Net Worth (HNW) clients. She works collaboratively with clients to support them in all aspects of their financial affairs, providing tax advice on transactions or events, and overseeing the compliance work for all related entities, including companies, trusts and partnerships.
Many of Lizzie’s clients have multi-faceted requirements and she therefore works closely with their other advisers to provide advice on generational wealth, asset protection and philanthropy. She is passionate about empowering female clients, particularly during pivotal life events such as divorce or a business transaction.
Lizzie regularly writes articles and contributes to the firm’s various publications.
Key experience
- Evaluating the suitability of family investment companies and advising on their use for families undertaking inter-generational tax planning, focussing particularly on governance and succession issues,
- Reviewing families’ exposure to inheritance tax and identifying opportunities to mitigate tax,
- Providing assistance and support to clients in conducting thorough analysis of their historical tax positions, aiming for comprehensive disclosures to HM Revenue & Customs to facilitate a prompt resolution to any ensuing inquiries,
- Supporting clients through business disposals, including pre-transaction planning and tax-efficient structuring post sale, including considering periods of non-residence under the Statutory Residence Test.
Interests
Lizzie lives in South West London with her two daughters. Outside of work she enjoys running, tennis and skiing.
