Gifts and exemptions from Inheritance Tax
Liz qualified as a Chartered Accountant in 1997 and a Chartered Tax Advisor in 1999. Based at the firm’s London office, Liz provides tax planning for wealthy UK and international individuals and their families. She advises on issues of residence and domicile, particularly where clients are moving to the UK and require effective structuring of their affairs both in, and out of the UK. Liz also advises offshore trustees in relation to offshore structures and the tax issues affecting UK resident beneficiaries. Additionally, she advises on Inheritance Tax and effective succession planning for family wealth. Liz is involved in cross border advice and works with our international network, TIAG, in relation to that.
Liz has experience of dealing with tax enquires and investigations and she provides a tax return service to all clients who require this to fulfil their compliance obligations.
As a Director of the firm’s trust company, Mercer & Hole Trustees Limited, she advises on all trust related matters and appropriate planning with the use of trusts in a client’s overall circumstances.
Liz trained with KPMG in Hamburg. She then gained experience in both the profession and a Private Equity firm before joining Mercer & Hole in 2006 and becoming a Partner in 2009.
Liz has lived and worked in Germany and Italy. She is a fluent speaker of German and Italian and her clients include many from those jurisdictions.