Lisa is a Chartered Tax Adviser (CTA) and has worked in private client tax for 20 years. She has specialised in working with landed estates and farms for much of her career, where each client has a unique ownership structure to meet their business and personal needs. Lisa is comfortable advising where companies, sole trades or partnerships are involved, and being a Trust and Estate Practitioner (TEP), she is particularly comfortable advising trustees.
Within Azets, Lisa collaborates with other private client specialists across the UK and provides Inheritance Tax technical support on Agricultural Property Relief and Business Property Relief firm wide. Having spent some time living in Jersey, Lisa also has specialist residency and domicile knowledge and can advise clients with tax exposures in more that one jurisdiction, working closely with Allinial colleagues.
Lisa regularly provides tax training within Azets to help to develop up and coming team talent and also thoroughly enjoys presenting externally to share her experience and to learn from delegates based on how their businesses are developing.