Position

Director

Index

Accountants & Tax Advisers

Tax & Offshore

Location

London

Advice type

Tax planning

Tax, wills & trusts

US-UK tax

Asset Class

Trusts

Client Types

Families

Sector Focus

Accounting

Business and Consumer Services

Customer Type

Tax adviser

Lisa Gray

Spear’s Review

A director in the transatlantic private client team of Blick Rothenberg, Lisa Gray provides advisory and compliance services to trustees and beneficiaries in the UK and US. She also advises HNW families on US estate and UK inheritance tax considerations, working with senior colleagues across the firm’s trust and family wealth teams where necessary.

Gray began her career at PwC, working on expatriate tax compliance before moving into a private client role. She speaks regularly on international tax matters, including the interplay between tax and philanthropy. On that point, she comes highly recommended to Spear’s by a senior philanthropy expert, who praises her diligent approach to her clients’ needs.

Rank: Top Recommended

Top Recommended 2023, Accountants & Tax Advisers

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