Lisa Harold

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)

Expertise

Services

Wills, Probate, Tax and Trusts

We understand the importance of preparing for the future and ensuring your loved ones are provided for.…

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Sectors

Specialist industries

Agriculture

Farming is a business in which relationships can be as important as profits. Our dedicated agricultural lawyers know that building and understanding those…

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Legal insights

Senior person, hands and sign paper in home

Lack of testamentary capacity: how to defend a Will challenge

One of the most common grounds upon which a Will is challenged is an allegation that the deceased lacked…

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…

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