Lisa Carter

Managing Partner

Lisa Carter is Head of the Private Client Department and is dual-qualified as a Solicitor and Chartered Tax Adviser. She was recruited to meet the increasingly complex solutions that are required by the Firm’s private clients in seeking efficient legal strategies to shelter/protect their assets, whether inherited or built up from successful business activities.

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.

Memberships & Accreditations

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