Expertise

Lisa specialises in:

• Preparation of trust accounts, trust tax returns, beneficiaries tax certificates and general trust compliance for UK Trusts.
• Inheritance Tax compliance including preparation of IHT returns and calculations for ten yearly charges, exit charges and lifetime transfers.
• Preparation of personal tax returns and tax computations for trust beneficiaries and for individuals.
• Assistance with estate accounts and the preparation of estate tax returns.

Career History

Lisa joined Wedlake Bell in January 2010 having previously worked for Accountancy and Solicitors firms in London and the South East. She is a member of The Association of Taxation Technicians (ATT), The Association of Accounting Technicians (AAT) and is also an Affiliate member of The Society of Trust and Estates (STEP).