Lisa Lane AAT FATT CTA
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.