Lucy is Chartered Tax Advisor qualified and has worked in tax for over 12 years specialising in personal tax. She works with a wide range of personal tax clients from small sole traders to high net worth individuals and partnerships. She advises clients on all aspects of their personal tax affairs from the preparations of their tax returns to advice on tax planning and capital gains tax.
Lucy is also an affiliate member of STEP (Society of Trust and Estate Practitioners) and works closely with clients and their families on Inheritance tax planning. This ranges from a simple review to look at the potential inheritance tax through to tax planning and retirement planning as well as Trusts and Estate planning and administration.
She works with many clients in the Agricultural and Rural sector ranging from small farms to large estates. In this area Lucy has experience with all taxation issues that can arise from the day to day income tax on farms and estates to the inheritance tax and succession planning