Lucy advises individuals, partnerships, trusts and companies on their personal and business financial and taxation affairs.
In addition, she provides support on forensic and valuation work including Single Joint Expert and shadow expert work as well as support in disputes where an understanding is needed of business structures, accounts and tax.
Lucy’s clients are predominantly UK-based but include non-domiciled individuals, entrepreneurs with global business interests and those seeking to both move abroad and to the UK.
Her portfolio includes clients across a variety of industries, including landed estates, charities, theatre, retail, property, consultants, as well as pension funds, FCA regulated entities, solicitors and LLPs. These businesses range from small owner-managed to large companies with multiple shareholders and complex corporate and partnership structures.
Key experience
- Assisting clients with tax planning, with a view to practical implementation of strategies and ensuring they take into account all of their personal circumstances,
- Advising on tax efficient and commercially economic business structures for clients, as well as structuring the entry and exit of individuals in businesses,
- Advising LLPs on the tax implications of their arrangements, in particular with respect to LLP tax legislation, and dealing with the individual partners’ tax advisory requirements,
- Advising clients on the impact of offshore structures in relation to their personal UK tax position,
- Advising clients on the UK tax implications of overseas moves and the sale of UK business, as well as moves to the UK,
- Assisting individuals with their personal finances, including maintaining control, review of expenditure and assisting with financial and tax planning,
- Advising on succession planning, either in a business or family environment, and ensuring that both commercial, individual and tax needs are met,
- Forensic accounting: reconstructing company accounts and forensic reviews of complex business structures, including reviewing the owner’s rights to the business and income from the business,
- Valuing businesses both for divorce and tax purposes, with valuations accepted by HM Revenue & Customs and giving evidence at the High Court in family proceedings.
Interests
Lucy enjoys cycling and running with her dog, as well as making the most of skiing in the winter months.