Lisa works with clients and other advisers to organise estates to best suit particular financial and/or family circumstances.  She has experience of advising high net worth individuals in relation to planning owner managed businesses, property portfolios and investments.

Lisa’s experience in Estate Planning includes establishing trusts during lifetime or on death for tax planning reasons, asset protection or for the protection of vulnerable beneficiaries.  She has a practical approach to dealing with more complicated family situations such as blended families and children with particular needs; explaining complex tax and trust principles clearly and with relevance.

• Member of the Society of Trust and Estate Practitioners.
• Wills
• Lasting Powers of Attorney and Court of Protection applications
• Tax Planning
• Probate and Administration of Estates
• Trust Creation and Administration