Lee Harris

Areas of expertise

Lee specialises in:

Inheritance Tax mitigation and planning for future generation

Long-term care funding

Maximising the potential of your investments and savings

Retirement planning advice – providing advice in preparation for and at the point of
retirement

Protecting family and loved ones

For business owners, protecting your business interest, exit planning and tax mitigation.

Experience

I have been working in financial services since 1992, when I started my career in accountancy. I subsequently qualified as a Financial Adviser, before going on to obtain further specialisms in Estate Planning and Later Life Care. I have been working with Evelyn Partners since May 2017.

Notable client work and achievements

It is a real privilege to help clients visualise where they want to be financially, structure their hard earned money in the right way for their individual priorities, and to work with them over the longer term to help them achieve their financial goals and life ambitions. I also work closely with professional partners in accountancy and legal services.

Professional qualifications and memberships:

As of October 2020 I became a fully accredited Member of the Society of Later Life Advisers (SOLLA). The Society recognises the industry’s ‘gold standard’ of financial planners, who work with families and elderly individuals who are either receiving, or soon requiring long term care. This accreditation is held by only a select number of individual Care Specialists in the UK

In addition I am also an affiliate member of the Society of Trust & Estate Practitioners (STEP), undergoing further qualifications in trusts, taxation, wills & probate and advising vulnerable clients. Estate Planning can be a complex area and care should be taken to seek advice from appropriately qualified advisers.