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Lisa Gray

Director

US/UK Private Client

lisa.gray@blickrothenberg.com

Find me on LinkedIn

+44 (0)20 3141 2716

Learning how a client works and helping them navigate the intricacies of both the US and UK tax systems are the most fulfilling aspects of my role.

Families, trustees and beneficiaries are the mainstay of clients I service and the opportunities to learn about people, their businesses and family lives is what makes this career so enjoyable. Although I started my career in expatriate tax compliance at PwC, I realised private client tax would be more suited to my skills and I moved firms to take on a private client role dealing with both US and UK cross border issues. Having been at Blick Rothenberg for over 6 years and in the industry for over 10 years, I can honestly say I have found a career that is fulfilling and challenging.

Using this experience allows me to provide trust and estate planning and compliance services, assisting both onshore and offshore trustees, and beneficiaries, in respect of their interests in trusts. That covers both US domestic and non-US trusts. I also provide services to multi-generation families and assist with US estate and UK inheritance tax planning including gifting and settling trusts as appropriate. Having received a plethora of advice and support from the management team here, I can honestly say my career has been full of personal highlights, but the stand-out moment came when I was selected as a ‘Rising Star’ in the 2021 Spears 500. I have a varied portfolio of clients ranging from personal and professional trustees, individuals who are building wealth or who have recently had a liquidity event.

Specialist areas

  • Personal Tax Planning
  • Trusts & Estates
  • US/UK Private Client
  • Inheritance Tax Succession Planning
    Non-Domiciled

Qualifications and positions of note

Associate Member of the Society of Trust and Estate Practitioners (STEP)
Enrolled Agent enrolled to practice in front of the Internal Revenue Service.

I am based at

City of London

Contact Lisa

Insights

06 December 2021

2021 year-end tax planning: 7 top tips

We look at some of the tax planning opportunities available to Americans based in the UK, together with some key dates for your diaries.

13 June 2021

Biden paves way for higher UK taxes

President Biden’s democratic tax reforms could see tax rises in the UK says Robert Pullen.

09 June 2021

Concerning leak about US billionaires is nothing new

A leak about how little Income Tax is paid by US billionaires is concerning, but reveals nothing new notes Alex Straight.