Lucie is a Senior Associate in the firm’s Private Client team where she acts primarily for international clients on a broad range of estate planning and personal taxation matters, including tax and succession planning, the preparation of wills and incapacity documents, and broader trust matters.
She has a particular focus on advising high net worth clients with US connections, such as in respect of the development and implementation of integrated estate plans. She assists US-connected individuals and trustees navigate the interplay between the US and UK systems, including advising on the application of the US/UK treaties to mitigate the risk of double taxation.
Lucie advises on the establishment of trusts for succession planning and asset protection purposes, and on the UK treatment of existing structures, which may involve trusts, partnerships and corporate vehicles.
She also provides advice to clients considering relocating to the UK to ensure that their affairs are arranged in a tax efficient manner before becoming UK resident. She has experience providing immigration advice to high net worth individuals using the (previous) UK Tier 1 (Investor) Visa and the UK “Spouse Visa”. She has also assisted clients with subsequent applications for Indefinite Leave to Remain in the UK and naturalisation as a British citizen.
