Lucy Edwards

Partner

Lucy Edwards

Partner

Email Lucy

+44 (0)20 7457 3054

Guildford

London

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Services

Sectors

Lucy is a trusted advisor to individuals, families and business owners. A partner in the private client team, she provides clear, practical advice on a wide range of matters including estate planning, trusts, tax and succession.

Her focus is on delivering solutions tailored to each client’s unique circumstances and objectives, ensuring they are well-positioned to achieve their goals and have security in the future. Widely recognised for her technical expertise and warm, pragmatic approach, many clients rely on Lucy’s guidance over the long term, trusting her ability to handle complex and sensitive issues with care and precision. Her diverse practice includes supporting high- and ultra-high-net-worth families, family businesses, trustees and clients with a foothold in multiple countries. A director of the firm’s trust corporation, PennTrust Ltd, she also administers family trusts and complex estates.

Estate planning is about peace of mind: I work with clients to navigate the opportunities and challenges of the legal and tax landscape to create a clear, tailored plan for how their assets are held and passed on. It is a privilege to support remarkable individuals who show that true wealth isn’t just what we own, but the experiences and values behind it.

Lucy Edwards, Partner

An active contributor to industry thought leadership, Lucy is a member of STEP, the world’s leading organization for private wealth professionals. She served as a branch committee member for six years and holds a STEP Advanced Certificate in UK Tax for International Clients. Thrice named one of eprivateclient’s ‘top 35 under 35’, Lucy has also been listed as a Legal Week one to watch’ and ‘rising leader’ since 2018. She appears in the Citywealth Leaders List and is a top recommended tax lawyer in Spears.

Recent work highlights

Estate planning

Acting as a legal advisor to family and their trustees, reviewing wills and exploring estate planning opportunities through lifetime gifting, tax-relieved investments, and preparing for potential future incapacity and medical care.

Family investment company

Establishing a family investment company for a client family, enabling their investments to grow in a tax-efficient, protected environment that ensures the smooth transfer of value to the children in stages and under their parents’ management and oversight.

Cross-border estate

Administering a cross-border estate containing literary works, antiquities, and business assets, coordinating the collection and transfer to family members both in the UK and abroad.

Family estate planning

Working with a large family to share the use and management of inherited property between different branches through coordinated wills, protecting interests for the next generation and consolidating the family’s principles and agreed responsibilities into a simple family constitution.

Protecting assets

Advising an entrepreneurial family on the partial sale of their business, working with their financial advisors to ensure the proceeds and retained holdings are managed efficiently and can be passed to future generations in a tax-efficient manner.

Succession planning

Assisting a recent property investor with succession planning involving his company interests, establishing family trusts, and coordinating provisions for his property abroad with local advisors.

External recognition
Rankings from respected legal directories reflect the reputation our lawyers have earned across their key sectors and areas of practice.

What our clients are saying

Lucy provides a thoroughly professional and diligent service. She is always timely in her responses and her insightful knowledge is demonstrated with an emphatic approach.

Chambers High Net Worth

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