Company

Mercer & Hole

Position

Partner

Index

Accountants & Tax Advisers

Location

London

Advice type

Tax planning

Client Types

HNW

Sector Focus

Accounting

Business and Consumer Services

Financial Services

Customer Type

Accountant

Lisa Spearman

Spear’s Review

Lisa Spearman has described her approach to her work as ‘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 has told 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 2023, Accountants & Tax Advisers

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