Lisa Spearman

Private Client Partner

+44 (0)20 7353 1597

Lisa Spearman is an acknowledged expert on the tax consequences of offshore trusts, and residence and domicile issues. She is Chairman of the ICAEW Tax Faculty working party on non domicile and residence matters, and has over 20 years experience of advising high net worth individuals on these issues. Lisa also chairs the Tax Faculty’s personal tax and finance committee, and is a member of the inheritance tax and trusts and technical committees.

Lisa’s clients come from all walks of life and she works closely with them to understand their motivations in order to make the best possible arrangements for their own, their families’ and their businesses’ financial interests. Her skill at tax planning, together with her knowledge of capital gains tax and inheritance tax matters allow Lisa to advise on a broad range of tax and trust issues, whether an offshore component is involved, or not.

Lisa joined Mercer & Hole as a partner in 2003. Prior to that she was a director at Smith and Williamson.

Throughout her career Lisa has provided the best possible advice, based on her enjoyment of both dissecting the intricacies of tax legislation and the challenge of applying her knowledge practically and appropriately to a wide range of people and circumstances.

Lisa is a contributor to specialist publications and the national press on personal tax issues.

Lisa is married and has two young children. Outside of work, she enjoys spending time with her family and friends.