Lisa Carter

Managing Partner

As well as being Managing Partner and overseeing all aspects of the firm’s business, Lisa is also Head of the Private Client Department. She is one of the most senior solicitors in the Private Client Department with considerable experience drafting Wills, advising on complex tax, trust and inheritance 

Experience

Lisa was admitted as a solicitor in 2006, worked in boutique law firms until moving to PWC in 2008. Lisa joined the Private Client department at Gepp Solicitors in 2011 and in 2014 became dual-qualified as a Solicitor and Chartered Tax Adviser. She became a partner and Head of Private Client in 2015, and Managing Partner in 2018.

Specialisms

Lisa advises on all aspects of Private Client work, specialising in capital tax planning for wealthy individuals and families, succession planning for family businesses and capital tax and estate planning for individuals. This includes tax planning through businesses, business property relief, agricultural property relief, inheritance tax and capital gains tax.

Approach

Her ability to provide a solution in a language that is clear and precise, Lisa works hard to exceed her client's expectations. Lisa is often called upon by Wealth Managers and Accountants to provide their clients with technical advice on complex inheritance matters.

Role

As Head of Private Client, Lisa oversees all of the legal and tax team and the department's support staff to ensure Gepp’s clients receive the best advice coupled with the highest customer care.   

Memberships & Accreditations

Lisa is a member of the Charted Institute of Taxation (CIOT)