- Education: Queens' College, Cambridge
- Admitted: England and Wales, 1992
- Year joined: 2005
Lucy advises on all aspects of UK private client matters including lifetime and post death tax planning; creation and management of trusts; issues arising from complex UK trust structures and divided families; advice for non-UK domiciliaries and non-residents on UK tax issues.
Lucy's highlights include offshore trust restructuring; advice on gifts with reservation of benefit and the Pre-Owned Assets Tax; advice to individuals and UK families with US and UK tax exposure; estate planning for clients with overseas land or other assets.
Publications and speaking engagements
- Talks to STEP with regard to issues arising from trusts during the life of family businesses.
- A series of talks to a major UK bank as to estate planning issues
On a personal note
Lucy enjoys walking, skiing, opera and sailing.