Career & Experience
Lisa is a private wealth and tax planning specialist at Foot Anstey. She helps clients in the UK particularly estate owners and farmers, as well as international clients, look to the future with confidence.
Lisa’s career highlight came when she administered a complex estate worth in excess of £125m. Contending with a mixture of commercial properties, company shares and agricultural land, Lisa was able to negotiate with HMRC on multiple inheritance tax reliefs for the executors.
Lisa takes the time to listen to the things that matter most to her clients and carries out a thorough review of circumstances before offering her clear, practical advice.
Lisa likes staying active when she’s not at work. She’s a long-distance runner and enjoys country walks and swimming.
Accolades
- ATT (Association of Taxation Technicians) qualified
- ATT member
- Speaks conversational French
Career & Experience
Lisa is a private wealth and tax planning specialist at Foot Anstey. She helps clients in the UK particularly estate owners and farmers, as well as international clients, look to the future with confidence.
Lisa’s career highlight came when she administered a complex estate worth in excess of £125m. Contending with a mixture of commercial properties, company shares and agricultural land, Lisa was able to negotiate with HMRC on multiple inheritance tax reliefs for the executors.
Lisa takes the time to listen to the things that matter most to her clients and carries out a thorough review of circumstances before offering her clear, practical advice.
Lisa likes staying active when she’s not at work. She’s a long-distance runner and enjoys country walks and swimming.
Accolades
- ATT (Association of Taxation Technicians) qualified
- ATT member
- Speaks conversational French
Expertise
- Succession planning and tax planning for private wealth clients
- Trust creation and advice
- Wills, lasting powers of attorney and probate (particularly international cases)
