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Lynsey Lord features in Spears 500 as a ‘Rising Star’

Lynsey Lord who works in Mercer & Hole, Private Client has been recognised as a ‘Rising Star’ in Spears 500 guide.

Lynsey was profiled for her achievements and expertise in the private client sector. This ranges from:

  • Helping clients understand the boundaries set by UK tax legislation and assisting with structuring their affairs in a tax efficient, but also practical way.
  • Cross border tax issues including dissecting and applying relevant tax treaties. Particular focus on the US further to 4 months on secondment at a firm in New York through the firm’s international network TIAG.
  • Pre arrival tax planning for non UK domiciles and application of the Statutory Residence Test.
  • Inheritance tax planning, including carrying out a full review of a client’s current exposure to IHT and ways of reducing this.
  • Disclosures of historic unreported income and gains including using published disclosure facilities.

Speaking of her recognition in the Spears 500 guide Lynsey said “The last 8 years in tax have absolutely flown by and I am proud to feature in the ‘rising star’ category. Here’s to the next 35 years!"



Date: 1st September, 2016
Author: Mercer & Hole Media


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