Associate and Chartered Tax Adviser
Lucy is an Associate and one of our Tax Specialists and has been with the practice since 2011. After gaining an Honours Degree in Financial Services at The University of Central Lancashire, Lucy joined a local accountancy practice where she obtained 11 years of valuable experience and gained her Association of Taxation Technician (ATT) and Chartered Tax Advisor (CTA) qualifications.
As a Tax Specialist Lucy looks after the tax and business affairs of a wide range of individuals including professional partnerships and high net worth clients. She advises businesses and ensures that all available planning tools are utilised to minimise tax liabilities. Lucy also specialises in Capital Tax planning and helps our clients plan their affairs to reduce any Inheritance Tax that may be due on death estates and any Capital Gains Tax that may be due on business/asset sales.
Lucy leads the Tax team within the practice and ensures that they are up-to-date with constantly changing tax legislation.
Lucy lives in Carlisle and outside of work is a founding member of the Rotary Club of Carlisle Castle and when she is not renovating her home she spends a lot of her spare time raising money for charity and doing work in the community.