About Amanda

Amanda is a Senior Associate in our Leeds office. Qualifying as a solicitor in 1988, Amanda provides legal advice in respect of all aspects of Private Client work including drafting wills, trusts and their related documents, lasting powers of attorney, Court of Protection applications, administering trusts and estates and giving personal tax planning advice.  Amanda is a Chartered Tax Adviser and a member of STEP and specialises in complex trusts and trustee duty issues, cross-border work (such as offshore trusts and cases where there is an international connection) and advising families where a substantial part of their wealth is in a family-owned business. Amanda leads Lupton Fawcett’s Business Families advisory team.

From January 2016, Amanda has been one of ten UK practitioners who sit on STEP’s International Council. Amanda also sits on STEP’s Professional Standards Committee and has been a member of the STEP Yorkshire Branch Committee for 12 years, having served as Chairman of the STEP Yorkshire Branch for 4 years until June 2014. From September 2013 to the end of 2017 Amanda was co-opted on to the STEP’s Business Families Special Interest Group Steering Committee and still organises seminar events on behalf of the SIG in the North of England.

Amanda is a Core Member of the Chartered Institute of Taxation’s (“CIOT”) CGT and Investment Income and Succession Taxes technical subcommittees and was part of the CIOT team which made representations to HMRC during the consultation on changes to the taxation of trusts for vulnerable beneficiaries and on the requirement to notify HMRC of offshore structures. Amanda contributed to an original chapter in Finance and Law for the Older Client and regularly sits on the panel of experts to help judge her peers in the Annual STEP Private Client Awards.

When not at work

Amanda likes to travel. The Himalayas and South America are her favourite places.  She also loves to go to the theatre, enjoys cookery, gardening and walking her dog in the Dales and in the Lake District at weekend.

Professional Societies

Specialisms

Contact Staff Member

Accreditations / Awards

Considering options for the future of a family business

Considering options for the future of a family business

It is never too soon to consider what happens to your business if you retire or die. Even if you mean to sell your business

Pencil iconBy Amanda Simmonds on 20th March 2019

Considering options for the future of a family business

Who is your Family?

"Family" may be a single word but it can have different meanings.

Pencil iconBy Amanda Simmonds on 28th November 2018

Considering options for the future of a family business

Proposed Changes to Inheritance Tax, Business Property Relief and Agricultural Property Relief

Rumours are circulating at the moment that the government plans to make changes to Inheritance Tax Business Property Relief ("BPR") and Agricultural Property Relief ("APR").

Pencil iconBy Amanda Simmonds on 9th February 2018

Considering options for the future of a family business

Family Offices

Many struggle to define what a family office is. What is clear is if you see one, then you have only seen one family office.

Pencil iconBy Amanda Simmonds on 9th February 2018

Considering options for the future of a family business

Family Investment Companies (FICs) and Wealth Preservation Strategies

Family Investment Companies or FICs are becoming an increasingly popular means for wealthy individuals to hold investment portfolios and sometimes property portfolios.

Pencil iconBy Amanda Simmonds on 9th February 2018

Considering options for the future of a family business

Family Constitution

Family constitutions can otherwise be known as family charters or family protocol. They provide a framework that engages with family members, the family businesses, family

Pencil iconBy Amanda Simmonds on 9th February 2018

Inheritance Tax: residence nil rate band (RNRB)

Share your opinions on Will making and probate

We are seeking your opinions on will making and probate for your chance to win a £50 Amazon gift voucher. Our will making and probate study

Pencil iconBy Amanda Simmonds on 19th September 2017

Directors: Proper Purpose Test

First thoughts on Brexit

Over the recent months, since the result of the EU referendum was announced, we have been trying to make sense of the Brexit vote. Although

Pencil iconBy Amanda Simmonds on 5th December 2016

Are you lacking a Power of Attorney?

Main Residence Nil Rate Band

Legislation was introduced in Summer Finance Bill 2015 to provide for an additional inheritance tax main residence nil-rate band

Pencil iconBy Amanda Simmonds on 5th December 2016

Make a Will week

Can I disinherit my child?

In these days of ever complex family relationships, sometimes the Testator asks us to advise whether he or she can leave an estranged child out

Pencil iconBy Amanda Simmonds on 8th April 2016

Amanda Simmonds is a senior associate in the private client team. Several sources praise Simmonds' technical abilities on complex trusts and tax work. One interviewee says she is "very knowledgeable and experienced in all aspects of trust and estate planning." Another reports that "she's very approachable, knowledgeable and extremely helpful. She responds very quickly, and clients like that."

Notable Practitioners

Lupton Fawcett has demonstrated a supportive and encouraging approach to learning and development and we are pleased to see the value they place on staff training. We had no hesitation in recognising these qualities by awarding them with a well-deserved Gold Employer Partner accreditation.

Jenni Hutchinson

STEP’s Head of Employer Partnerships

“To help families and their businesses navigate through this difficult process, our specialist family business team, drawing expertise from across a range of legal disciplines, put together a free full morning seminar focussing on key legal issues involved in business succession. ”

Amanda Simmonds, Lupton Fawcett Head of Family Business

1985

Graduated from Leicester University

Qualified as a solicitor

Passed ATII exam to become a Chartered Tax Adviser and joined Ernst & Young

Moved to Wrigleys

Moved to Boodle Hatfield

Joined Addleshaw Goddard

Moved to DWF and became a Director

Joined Lupton Fawcett's Private Client team as a Senior Associate

Get In Touch Today!

Get In Touch Today!

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