Lisa Carter
Managing Partner
Lisa Carter
Managing Partner
01245 228127
carterl@gepp.co.uk
Lisa Carter
Hear what our clients are saying about Lisa
Hear what our clients are saying about Lisa
As well as being Managing Partner and overseeing all aspects of the firm’s business, Lisa Carter 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
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.
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.
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.
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.
Lisa is a member of the Chartered Institute of Taxation (CIOT)
Lisa Carter was excellent in every way. She was professional yet approachable and extremely personable. She did what she said she would do efficiently and explained everything clearly.
I cannot thank you and Lisa enough for the help, support and professionalism that you have given me and my family throughout this journey.
Lisa Carter was excellent in every way. She was professional yet approachable and extremely personable. She did what she said she would do efficiently and explained everything clearly.
I cannot thank you and Lisa enough for the help, support and professionalism that you have given me and my family throughout this journey.
Cookie | Duration | Description |
---|---|---|
_GRECAPTCHA | 5 months 27 days | Google Recaptcha service sets this cookie to identify bots to protect the website against malicious spam attacks. |
CookieConsent | 1 year 1 month 4 days | This cookie stores the user's consent state for the current domain. |
cookielawinfo-checkbox-advertisement | 1 year | Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category. |
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
CookieLawInfoConsent | 1 year | CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie. |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |
Cookie | Duration | Description |
---|---|---|
_ga | 1 year 1 month 4 days | Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors. |
_ga_* | 1 year 1 month 4 days | Google Analytics sets this cookie to store and count page views. |
_gat_UA-* | 1 minute | Google Analytics sets this cookie for user behaviour tracking.n |
_gcl_au | 3 months | Google Tag Manager sets the cookie to experiment advertisement efficiency of websites using their services. |
_gid | 1 day | Google Analytics sets this cookie to store information on how visitors use a website while also creating an analytics report of the website's performance. Some of the collected data includes the number of visitors, their source, and the pages they visit anonymously. |
Cookie | Duration | Description |
---|---|---|
test_cookie | 15 minutes | doubleclick.net sets this cookie to determine if the user's browser supports cookies. |
Cookie | Duration | Description |
---|---|---|
SESSION | session | Description is currently not available. |