Lisa is a highly experienced Tax Manager in the Private Client team. Lisa has an extensive background in the tax profession, having worked in accountancy practices for many years.
Lisa is a Fellow of the Association of Taxation Technicians and a Chartered Tax Adviser.
Lisa specialises in all aspects of personal taxation and provides tailored advice to individuals on a wide range of complex tax matters. She has particular expertise in the taxation of trusts and estates and regularly supports clients with inheritance tax planning, trust compliance, and estate administration.
Known for her thorough and pragmatic approach, Lisa combines technical knowledge with a clear understanding of client needs, ensuring her advice is both accurate and practical. Her depth of experience makes her a trusted adviser to individuals, families, and fellow professionals navigating the complexities of personal and estate taxation.
