Personal tax, trusts and probate

Lucy is a Senior Associate at Gardner Leader in the Inheritance Protection team.

Lucy joined Gardner Leader in 2005 as a Member of the Institute of Legal Executives and became fully qualified in 2007.  Lucy worked for some years in the Family Team dealing with many of the matters arising from divorce and separation.

In 2012 Lucy joined the Inheritance Protection team and now deals with all aspects of planning for the future.  She advises on and drafts both simple and more complex Wills considering the implications in terms of tax and the possible payment of care home fees.  She advises on and attends to the registration of Enduring and Lasting Powers of Attorney. Lucy also assists with applications to the Court of Protection for Deputyship.

She represents and assists families in the administration of estates of all sizes including applying for grants of representation, collecting in assets, dealing with any tax, distributing to beneficiaries and preparing Estate Accounts.