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I head up the Private Client team in the firm’s Gatwick office. My role involves advising high net worth UK and non-UK domiciled clients on a wide range of tax and estate planning issues, devising and advising on structures to hold, protect and pass on their wealth.
I work closely with clients to understand and help them achieve their personal goals and objectives at every stage of their life. My experience includes designing and implementing estate plans for individuals, married couples and families to ensure that the wealth they have created is preserved by protecting against inheritance tax and the risks arising from possible divorces, family disputes and financially immature heirs.
I also act in the administration of high value and complex estates, am a trustee of a number of dynastic trusts and charities and am a Court of Protection appointed deputy for clients who have lost capacity.
My mother would say I found my calling in the law owing to my strong sense of justice and fairness, always most prevalent in childhood spats with my little brother! In all seriousness, I was inspired at a young age by the brilliant lawyers working at the firm where my mother was a legal secretary for many years; this made the decision to read law at Exeter University an easy one.
Unquestionably, the most enjoyable part of my work is the clients. In my role, I am fortunate to act for many interesting and inspiring people from many different backgrounds and I am very honoured to be considered by many of them as their trusted adviser. I also manage a wonderful team of talented lawyers, all of whom I am committed to helping develop and achieve their full potential.
I enjoy international travel, visiting different parts of the world and learning about other cultures. Holidays are also a good opportunity to indulge in my other passion – reading! At home, I have a young and energetic family that keeps me very occupied and can often be spotted on the touchline of a local rugby pitch or cricket field.
“I am delighted to have Lucy joining our team. She will play a vital role in supporting me to grow the team and, in particular, develop our Business Wealth offering in the Gatwick Diamond.
“Our Private Wealth offering has become extremely strong in the last 12 months, and so Lucy will work with our colleagues in other offices and private client teams to provide our clients with the best possible service.”
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