Company

Mercer & Hole

Position

Partner

Index

Accountants & Tax Advisers

Tax & Offshore

Location

London

Advice type

Tax planning

Offshore services

Client Types

HNW

Non-domiciles

Sector Focus

Accounting

Customer Type

Accountant

Lisa Spearman

Spear’s Review

Lisa Spearman has described her approach to her work as a private client tax and trust partner as being ‘about making complex issues easy to understand’. It’s not as simple a proposition as one might assume, given her field is full of complicated detail. But with more than 30 years’ experience, Spearman, who has been a partner at Mercer & Hole since 2003, understands the fundamentals of client service. 

Spearman advises HNWs on all tax matters and leads the firm’s specialised team focused on UK non-doms. ‘We don’t blind people with science,’ she tells Spear’s. ‘What clients need to understand is what the issue is for them and the options available for solving it – and the pros and cons of each.’

Rank: Recommended

Recommended 2024, Accountants & Tax Advisers

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