Lucy is a director at Spratt Endicott and head of the Private Capital department. She was named as a Leading Individual and a Recommended Lawyer in the Legal 500 2021.
Her work covers a range of contentious probate, estate administration, personal tax, succession and post-death tax planning issues. She deals with complex and high value matters for a range of clients. Lucy has particular expertise in elderly client law and Court of Protection work.
She completed her degree at the University of Cambridge and her LPC at the College of Law, qualifying in 1992. She worked in the City and the West End for ten years before joining Spratt Endicott. She was made Partner in 2011 and has dealt with thousands of probate cases during her career, becoming head of Private Client in 2019.
She is a member of Solicitors for the Elderly and the Law Society Private Client Section. Her clients frequently highlight Lucy’s personable and friendly manner, as well as her ability to cut through the complexities of a matter to provide practical and straightforward advice.
Lucy’s area of expertise includes:
We used Spratt Endicott to revise our Wills and Lasting Powers of attorney. They were very professional, the advice they gave was excellent and acted on our behalf very promptly. An excellent service.
Mr & Mrs B Banbury, Oxfordshire
Excellent service provided in a very friendly and efficient manner. We were surprised how quickly we received responses, documents etc. following meetings at your offices in Banbury.
Mr D Slater Witney, Oxfordshire
We found Lucy Gordon to be very personable and approachable. Lucy very quickly got to grips with our requirements on a private client matter and her advice was very helpful and straightforward. We wouldn't hesitate to recommend Lucy Gordon for considered and sound estate planning advice.
Mr & Mrs D Northamptonshire
Posted by Lucy Gordon, on October 11, 2019.
We acted for executors and administrators where a number of siblings had died within days of each other, some intestate and some leaving wills in place. Although there was no conflict between the various families, there were additional complications because assets had not been transferred properly during the lifetime of the siblings, and in addition there were financial claims against some of the estates from former spouses. We resolved the issues and the estates were distributed successfully.
We acted for executors where the farmland in the estate was valued at a relatively low level, but due to activities just before the deceased’s death its market value was vastly more than its agricultural value. If the executors had claimed agricultural relief only the agricultural value of the land would have fallen out of the inheritance tax charge. Our team successfully claimed on their behalf business property relief on the development land, even though the Revenue’s initial view was that on the facts the deceased’s only business was that of holding investments, and therefore outside the relief. The fact that the claim was successful meant a significant saving in inheritance tax.
We have acted for a number of clients in connection with Local Authority claims for care contributions, and in particular one client where negotiations meant that his costs were fully funded by the NHS, rather than the partial Local Authority funding that had been put in place initially.
We advised a client who wished to set up a trust for minor grandchildren in his Will. Following recent legislative changes, a single trust or even three separate trusts of this nature would lead to ten yearly and exit charges. We advised him to use pilot trusts set up on different days during his lifetime for two of the grandchildren, and a third trust in his Will for the last grandchild as well as gifts into the two pilot trusts by that Will.
Although on death there was a chargeable transfer in respect of the payments made to the grandchildren, none of the settlements were related and each benefited from the full nil rate band, thereby avoiding the ten yearly and exit charges.
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