Lucy is head of our private client team. She is passionate about our clients, our team and the quality of the work and support that we provide for clients. She receives excellent feedback from our clients and referrers and also features as a notable practitioner and leading expert in Chambers and Partners High Net Worth and Legal 500.
She is a member of STEP with over 25 years’ experience advising on all aspects of personal tax, trust and will drafting and estate and succession planning to preserve family assets and businesses through the generations. Lucy has particular experience in restructuring and advising about trusts, advising offshore trustees and providing personal tax planning advice for UK and non-UK individuals. Her clients comprise family businesses, professional trustees, landowners and those concerned with the preservation of family wealth. Her clients include some of the country's wealthiest families (many of whom own leading family businesses) who she aims to support with flexible and effective estate and succession planning to help ensure that their family wealth and businesses continue to thrive.
Lucy has advised many of her clients for years but is also referred work by many accountants and other professionals. She has also been involved in tenders for the legal work for landed estates which the firm has won and regularly speaks at client events jointly hosted with contacts and referrers.
Restructuring Trusts for the benefit of family members, updating trust provisions and creating sub funds for separate family groups.
Family-Owned Businesses – Succession Planning
Advising the owners of family businesses about effective succession planning including planning should they lose mental capacity, lifetime trusts and the preparation of complex wills and letters of wishes.
Landed Estates and Agricultural Assets
Transferring land with development potential into trust and then into a family farming partnership. Preparing land pooling and related agreements with neighbouring landowners and related advice.
After Death – Estate Advice
Restructuring estates through deeds of variation and restructuring will trusts to fit with the families’ requirements.
"My primary contact in recent years has been Lucy Worwood. I find her excellent. Always available and willing. She is able to deal with urgent issues promptly. She is thoughtful and practical. And I say this being aware that I am perhaps her most “difficult” client. Due to my long professional background I am able to ask, and do ask, very many questions. Often difficult questions. I wouldn’t go anywhere else."
"Lucy Worwood – really excellent to work with, provide practical advice and solutions in a timely manner and clients find them highly approachable."
Lucy Worwood - has a good understanding of family dynamics and has a good understanding of the law: together "they produce good and practical advice; which is valued by our mutual clients."
"Commercial, pragmatic and very collaborative."