Track record
Succession planning
Succession planning for leading hedge fund and private equity managers with assets in or connections with Italy, France, Switzerland and the US, among other jurisdictions. Lucy works with the UK and US based US teams on issues involving clients with both US and UK estate and inheritance tax issues to find the best cross border solutions for them.
Family and trust dispute
Involved in a long running and complex family and trust dispute where Withers acted for the trustees, and made a successful application to the High Court for approval to a division of the trusts and assets between the parties.