The event is inclusive to Private Client Section members.
This seminar will provide a practical focus on recent changes affecting inheritance tax.
This one-hour seminar will provide an update on:
A2, B1, D3
Lisa acts for a range of high net-worth individuals in relation to their estate planning, including advising on the creation and management of trusts, tax planning strategies and wills.
She also deals with the administration of all types of taxable estates, including those with an agricultural or business element, and advises charities in relation to complex tax issues, including advising on Re Benham grossing requirements.
Lisa qualified as a solicitor in 2007, joining Freeths’ (then Henmans) private client department in the same year. Lisa is a member of the Society of Trust & Estate Practitioners (STEP) and the Chartered Institute of Taxation (CIOT), having qualified as a chartered tax adviser in 2014.