T: +44 (0)1392 685 209
Lisa is a member of the UK Tax, Wealth Planning and Succession team, in the Private Wealth group. Lisa has significant experience in advising clients on offshore and onshore inheritance tax planning, asset protection through the use of trusts and probates, often with an offshore aspect. Her expertise includes presenting and negotiating complex inheritance tax relief claims to and with HMRC post-death, drafting trusts and trust administration/termination documents and associated advice to trustees, beneficiaries and settlors, drafting wills and advising on inheritance tax and capital gains tax planning matters. She has particular experience in advising non-domiciled clients, settlors and beneficiaries of offshore trusts, in addition to giving inheritance tax planning advice for UK landowners and UK business owners.