25 June 2012
Succession planning for leading hedge fund and private equity managers with assets in or connections with Italy, France, Switzerland and the US, among other jurisdictions. Lucy works with the UK and US based US teams on issues involving clients with both US and UK estate and inheritance tax issues to find the best cross border solutions for them.
Involved in a long running and complex family and trust dispute where Withers acted for the trustees, and made a successful application to the High Court for approval to a division of the trusts and assets between the parties.
England and Wales, 1992
Inheritance tax (‘McCutcheon’)
The Society of Trust and Estate Practitioners (STEP)
InsightView all Firm insight
24 November 2014