Lucy Gordon

Lucy Gordon cropped
Director, Head of Private Client
Office:
  • Banbury
Phone:
01295 204045
Email:
lgordon@se-law.co.uk
Specialisms:
  • Wills & Probate

Lucy is a director at Spratt Endicott and head of the Private Capital department.

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.

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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,. Lucy became Head of Private Client in Septembers 2019.

Lucy is a Recommended Lawyer in the 2018-19 Legal 500. 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.

Work highlights:

Lucy’s area of expertise includes:-

  • Acting for executors  in obtaining Probate and administering estates, often involving succession claims, UK and foreign taxation, Revenue investigations and ownership reorganization
  • Advising on all aspects of UK personal taxation for residents and non-residents
  • Preparation of Wills
  • Court of Protection work including Deputyship applications, the preparation of Lasting Powers of Attorney and Living Wills
  • Dealing with Local Authorities, the NHS and Care Providers in the provision of funding for care for the elderly
  • Setting up trusts and advising trustees on policy, trust and tax issues; reorganizing trusts; managing the trusts on a day to day basis
  • Preparation of the necessary documentation for overseas clients in claiming UK inheritances in conjunction with the Foreign & Commonwealth Office
  • Lucy is a full member of Solicitors for the Elderly (SFE)

Matters upon which Lucy has recently advised:

  • Advising a family with many homes on strategies for maximising capital gains tax main residence relief
  • Advising an individual shortly to lose his UK non-residence on how best to deal with his worldwide assets
  • Advising on contested succession issues involving a large estate
  • Preparing a number of Court of Protection applications to enable attorneys to deal with the specific needs of their donors
  • Advising potential donors on making lifetime gifts of assets without incurring capital gains tax liability
  • Advising trustees on how to make appropriate provision for the beneficiaries as each reaches adulthood

 

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