Lisa Spearman

Lisa Spearman

Lisa Spearman FCA is private client partner at Mercer & Hole and has over 25 years' experience advising high net worth individuals. Her skill at tax planning, together with her knowledge of capital gains tax and inheritance tax matters, allows her to advise on a broad range of tax and trust issues. With clients coming from all walks of life, Spearman 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.

In addition, she specialises in the tax consequences of offshore trusts, and residence and domicile issues, and leads Mercer & Hole’s specialist team that focuses on non UK domiciled clients.

She is chairman of the ICAEW Tax Faculty’s private client committee and leads the working party on non domicile and residence matters. She is also a member of the ICAEW Tax Faculty technical committee. Spearman joined Mercer & Hole as a partner in 2003, and, prior to that she was a director at Smith & Williamson. Contact via www.mercerhole,co.uk

 

Tax / Tax traps to watch when selling your main home

Capital gains tax on the sale of a home can be complex when main residence relief comes into play. Lisa Spearman, private client partner at Mercer & Hole, explains the key tax compliance issues to consider to avoid an unexpected tax bill

Tax / Non doms: tax changes to RBC put 15-year limit on future status

Non dom tax reforms are still being confirmed and advisers must be ready to move swiftly for clients as the remittance basis charge (RBC) changes go ahead while anyone born in the UK cannot use non dom status, says Lisa Spearman, private client partner at Mercer & Hole
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