About Liz

UK Accountant provides tax planning for wealthy UK and international individuals and their families

Liz qualified as a Chartered Accountant in 1997 and a Chartered Tax Advisor in 1999. Based at the firm’s London office, Liz provides tax planning for wealthy UK and international individuals and their families. She advises on issues of residence and domicile, particularly where clients are moving to the UK and require effective structuring of their affairs both in and out of the UK. Liz also advises offshore trustees in relation to offshore structures and the tax issues affecting UK resident beneficiaries. Additionally, she advises on Inheritance Tax and effective succession planning for family wealth. Liz is involved in cross border advice and works with our international network, TIAG, in relation to that.

Liz has experience of dealing with tax enquires and investigations. She provides a tax return service to all clients who require this to enable clients to fulfil their compliance obligations.

Liz is a Director of the firm’s trust company, Mercer & Hole Trustees Limited. She advises on all trust related matters and appropriate planning with the use of trusts in a client’s overall circumstances.

Liz trained with KPMG in Hamburg. She then gained experience in both the profession and a Private Equity firm before joining Mercer & Hole in 2006. Liz became a Partner in 2009.

Liz has lived and worked in Germany and Italy. She is a fluent speaker of German and Italian and her clients include many from those jurisdictions.

Languages

English, German, Italian

About Mercer & Hole

Mercer & Hole is a modern firm with roots established in 1905 by the founding partner, William Mercer.

Mercer & Hole has four offices (London, St Albans, Rickmansworth and Milton Keynes) and 21 partners who each work very closely with their clients on a day-to-day basis. We are known for being friendly and approachable and we take a great deal of pride in providing a personal, partner-led service to our clients. By really getting to know our clients and understanding their financial affairs, we are able to present them with practical solutions, which tackle their current concerns as well as enabling them to plan for the future.

The firm started by providing accountancy and tax services to a small client base but over time it has changed and developed as the client base has grown. Now with a broad portfolio of business clients spread across a range of sectors and a strong base of private clients, Mercer & Hole has the expertise to address many varied aspects of a client’s financial affairs. The firm offers, for example, specialist Audit and Assurance services, Business Development, Corporation Tax and Due Diligence services, Taxation and Trust services, Financial Planning and Restructuring & Insolvency services.

Whilst proud to be an independent firm, Mercer & Hole has recognised the increasingly international nature of business and has been proactive in this evolving market. We are a founding member of TIAG (The International Accounting Group) and through this alliance, its sister group of legal firms, TAGLaw. We are able to access like-minded firms all over the world to provide accounting and legal services to both ourselves and our clients.

For further information, please contact any of our partners.

Contact Liz

Mercer & Hole

Fleet Place House 2 Fleet Place London, , EC4M 7RF

Time Zone

UTC