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Tax Director

Friendly, approachable, and trustworthy is how Lisa describes herself, “Being a real people-person, as well as being empathetic are two of the most important qualities I think you need in this job. I would say I’m relaxed but also quite determined.”

As a chartered tax advisor with more than 25 years’ experience, Lisa works with many high-net worth private clients and specialises in trusts, estates, and capital tax planning. She acts as a professional trustee and has significant expertise around inheritance tax, Capital Gains Tax, and probate.

Lisa enjoys spending her evenings and weekends supporting her son in his many extra-curricular activities and she’s at her happiest when she’s reading, swimming, or cooking meals for family and friends.

“I take pride in delivering a quick, efficient, and practical service, putting clients at ease in a way they can understand. Having a good work life balance helps you to better understand your clients’ needs and makes you a more rounded person.”

Exeter office

26-28 Southernhay East, Exeter, Devon,

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