Lucy joined PD Tax as Associate Director in September 2023 having previously worked at a Top 20 accountancy firm in their tax team for over 10 years. Lucy is FCCA and CTA qualified and provides advice to owner managed businesses and high net worth individuals across multiple sectors to help them to manage their tax lifecycle.
Lucy’s compliance and advisory expertise enables her to offer strategic and proactive guidance to entrepreneurs, high net worth individuals and owner managed businesses at every stage of their personal and business life cycle in order to maximise their tax position. Lucy’s aim is to make tax as understandable as possible for clients and support them with making an informed decision on how to proceed with their affairs.
Outside of work, you will usually find Lucy enjoying some long walks in the countryside with her Cocker Spaniel Indy, and if she’s lucky either in the Lake District or Scotland ticking off a few Munros or Wainwrights.