Lucy Dyer Manager - International Private Client Tax

Lucy is a Manager in the Private Client Advisory team specialising in providing private client tax advice to individuals, families and trusts.

Experience 

Lucy has wide experience in many aspects of private client tax, having advised high net-worth individuals, their families and their trusts for over ten years. Lucy specialises in working with clients in relation to their inheritance tax and wealth planning.

She is based in Poole but works as part of a specialist international private client tax advisory team.

Work Highlights 

  • Joining the firm in 2016 and completing her TEP qualification shortly after.
  • Having a wide breadth of knowledge, covering entrepreneurial business owners, high net-worth individuals, and UK and offshore trusts.

Accreditations/ Memberships of professional bodies

  • Association of Taxation Technicians (ATT)
  • Chartered Tax Adviser (CTA)
  • Trust and Estate Practitioner (TEP)

Areas of Expertise 

  • Private Client Tax
  • International Private Client Tax
  • UK Residence and Double Tax Treaties
  • Non-domicile Tax Advice
  • Succession and Estate Planning
  • Inheritance Tax Planning

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