Expertise 
Lisa is an assistant trust and estate manager in the Private Client team.
She specialises in the preparation of trust accounts, trust tax returns, beneficiaries tax certificates and general trust compliance for UK trusts. She also advises on Inheritance Tax compliance, including the preparation of Inheritance Tax returns and calculations for 10-yearly charges, exit charges and lifetime transfers.
She also advises on the preparation of personal tax returns and tax computations for trust beneficiaries and for individuals, and assists with estate accounts and the preparation of estate tax returns.