Jacqui has worked in the area of Private Client since qualifying in 2006 with a predominant focus on trusts, tax, estate planning and charities. She is also experienced in other areas of Private Client work such as: probate, elderly and incapacity, Powers of Attorney and Will-making.
Before joining Royds Withy King in April 2013, Jacqui worked for a large London charity managing all of their charitable trusts.
She has a wealth of experience of assisting clients with:
Jacqui has also produced two practice notes for Lexis Nexis, a well-known research resource within the legal profession. Jacqui was also asked to join a panel of experts involved in deciding the winner of the Charity Team of the year for the STEP private client awards in 2017.
Jacqui Lazare has been invited to speak at MBL’s 2019 Charity Law Conference. Jacqui will be presenting an update on governance and topical issues. The conference is attended by a mixture of lawyers and accountants who advise charities together with charity managers. In the course of the day, delegates will be provided with a comprehensive update on key charity issues. The event will run on 26 June in London. You can view further information about the event here.
Involvement in Working Parties
As an active member of the Charity Law Association; Jacqui regularly sits on working parties preparing responses to various consultations in the field of Charity regulation.
Examples of Jacqui’s involvement in recent working parties are detailed below:
Jacqui previously served as a trustee of First Steps, a local children’s charity for three years. She sits also on the committee for the STEP Philanthropy Advisers Special Interest Group and the Bath Committee for the Quartet Community Foundation.
Jacqui also has an article published by Philanthropy Impact Magazine, discussing tax effective ways of giving to charities which you can read here.
Jacqui has also been published by the Civil Society. The article discusses on Governance and Leadership in September 2016 which you can read here.
Jacqui was asked to a short interview discussing charity best practice and tax effective giving. In the first link, Jacqui explains how to manage risk and best practice guidance for charity trustees. The second is about tax effective giving to charities and how to encourage more giving generally.
Jacqui was asked to do a short interview explaining the main points of the controversial New Charities Act which came into effect earlier this year. She specifically discusses the impact of the new rules regarding automatic disqualification of trustees and warning powers. The Act also covers new rules regarding fundraising and social investment.
The area of Private Client has always been extremely interesting and rewarding for me. I am dedicated to finding the best solution for my clients and take great satisfaction from knowing that I have been able to help them, whether by de-mystifying their tax position or providing invaluable guidance at a particularly sensitive time.