Business services: private client and charities

Lucy is head of our private client team. She is passionate about our clients, our team and the quality of the work and support that we provide for clients. She receives excellent feedback from our clients and referrers and also features as a notable practitioner and leading expert in Chambers and Partners High Net Worth and Legal 500.

She is a member of STEP with over 25 years’ experience advising on all aspects of personal tax, trust and will drafting and estate and succession planning to preserve family assets and businesses through the generations. Lucy has particular experience in restructuring and advising about trusts, advising offshore trustees and providing personal tax planning advice for UK and non-UK individuals. Her clients comprise family businesses, professional trustees, landowners and those concerned with the preservation of family wealth. Her clients include some of the country's wealthiest families (many of whom own leading family businesses) who she aims to support with flexible and effective estate and succession planning to help ensure that their family wealth and businesses continue to thrive.

Lucy has advised many of her clients for years but is also referred work by many accountants and other professionals. She has also been involved in tenders for the legal work for landed estates which the firm has won and regularly speaks at client events jointly hosted with contacts and referrers.

Member of STEP and Charity Law Association

Solicitor – admitted September 1997 Law degree – MA Cantab