Experience and Background

With over 20 years experience in accounting, Lisa has focused more specifically on Trusts over the past 10 years. Lisa is also the first point of contact for Trust Registration queries and compliance. 

  • Feb 2024 – Present: Howes Percival LLP, Trusts and Tax Assistant
  • 2020 – 2024: Farnell Clarke Ltd, Trusts and Tax Associate
  • 2016 – 2020: OCH Services Ltd, Accounts Assistant (Trusts and Personal)
Legal insights
Related articles
young family cooking in kitchen
Protection, Preparation and the Next Generation – Rethinking Succession Planning for Young and Vulnerable Beneficiaries in the Public Eye

By 2030, an estimated £5.5–£7.7 trillion will pass to the younger generations in the UK, often dubbed…

Musicians playing together in recording studio
Keeping the Brand Together - Securing Creative Legacy on Death

For individuals whose wealth is tied to creative work, an estate may contain far more than property…

British Money with Calculator
The Bingo Budget – eyes down for the tax announcements

After much speculation and anticipation, the 2025 Autumn Budget has been delivered by Rachel Reeves.…

Get in touch

To contact us, please fill out this form and we will get back in touch as soon as possible. Your personal data will be processed in accordance with our privacy policy which can be found here.

Thank you for your enquiry. We will respond as soon as possible.