Lisa Gray

Spear’s Review

‘My real specialism is anything US-UK related, but with that trusts touchpoint,’ says Lisa Gray, a partner in the transatlantic private client team of Blick Rothenberg. 

Gray provides tax advisory and compliance services to trustees and beneficiaries in the UK and US. She also advises HNW families on US estate planning, UK inheritance tax considerations and other cross-border taxation obligations, working with senior colleagues across the firm’s trust and family wealth teams. 

Gray stresses that the overlap of the US and UK tax regimes can often be overlooked. Thus, a large part of her job is about ‘how we can make sure you’re not paying an excessive amount of tax’.