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Professional Biography

Lucy is a partner in the private client team advising HNW individuals, families and trustees on a broad range of private wealth, tax and trust matters. Her core focus is on wealth and succession planning for UK and international families, including remittance and pre-immigration planning, tax-efficient financial arrangements post-divorce and administering complex estates. She has also built a specialism in advising family businesses.

What is your favorite restaurant to take a client or colleague to?

Anything Italian

What is the best piece of advice you have ever received?

"What would you do if you weren't afraid?"

What was your first job?

Pouring coffee

What is the book you recommend to everyone?

True Wealth by Diana Chambers

What changes do you expect to see in your practice over the next year?

Extension of AI