GARY LUCAS
MONEY LAUNDERING REPORTING OFFICER
JOINED BURLINGTON IN 2003
Gary is a founding member of the business and has been in this role since its inception. Gary has been advising individuals and corporate entities since leaving University in 1994. He holds the Chartered Insurance Institute G60 Pension qualification and prides himself as specializing in Pension needs when his general Financial planning expertise in not required. Gary’s individual clients are mainly Partners of the magic/silver circle of law firms and as such has gained a comprehensive understanding of the financial needs and desires of such individuals. Gary has existing clients at the following law firms; Denton Wilde Sapte, Hogan Lovells, Watson Farley Williams, Dechert’s, Clifford Chance, Paul Hastings, Addleshaw Goddards, Osborne Clark, Nabarro, Olswang, Farrers, DLA Piper, Wedlake Bell as well as others.
Gary is an active contributor to a notable Citywire publication and is a member of the Chartered Institute of Insurance and has a BA Honours degree in Finance & Accounting. He offers advice on all areas of Financial Planning and also provides specialist pensions advice on the following: Drawing income at retirement (Income drawdown, flexible drawdown, and annuity purchase), Self Invested Personal Pensions investing in complex property purchases and share transactions, Family Pension Trusts, Transfers from Occupational pensions, legislative issues, and pensions investment structures.
At a corporate level he has considerable experience in the following areas: Designing and implementing Employee Benefit Packages (E.B.P), tax-efficient remuneration structures, Key Person planning, and Corporate Will planning.
Gary is a keen outdoor sports fan and his interests include golf, squash, sea and course fishing, distance running, mountain biking and scuba diving. He lives near Hampton Court with wife Emma.
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