ACC TEP

Private Client Manager

Lucy joined Charter Tax in June 2025 to work within the private client team, dealing with trust and estate in administration compliance.  Lucy qualified as a Chartered Certified Accountant in 2007 and became a member of STEP in 2021.

Prior to joining Charter Tax, Lucy spent 22 years working for an accountancy firm in Brighton, initially working in the bookkeeping and accounts department, before moving into the trust department after qualifying.

Outside of work, Lucy enjoys spending time with her family, reading and open water swimming.

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