Areas of expertise
Landed estates and trusts; agricultural and land-based industries; capital taxes and tax-efficient structures.
With over 20 years’ experience working in all aspects of tax and looks after a growing mixed portfolio of farming and small estates across the region. She leads the private client tax team for the Salisbury office. Given her business based portfolio she is experienced in all aspects of family run businesses with the majority of her work involving tax planning and tax efficient structures for family businesses and trusts.
While she specialises in clients with an agricultural bias, Lisa gets involved with all aspects of tax planning and enjoys working on succession planning for family businesses, as well as working with other advisors to produce the best outcome for mutual clients.
- Inheritance tax (IHT) planning involving the creation of a charitable trust to continue the family’s lifelong commitment to an archaeological site.
- Structuring partnerships to lock into entrepreneurs’ relief on development land.
- Succession planning with family farming partnerships and trusts.
- Planning with regards to annual tax on enveloped dwellings exposure.
Member of the Association of Taxation Technicians (ATT) and the Chartered Institute of Tax (CIOT).