Lisa is a Private Client Partner at Mercer & Hole, with over 30 years' experience of advising high net worth individuals. Her skill at tax planning, together with her knowledge of capital gains tax and inheritance tax matters, allows her to advise on a broad range of tax and trust issues. With clients coming from all walks of life, Lisa works closely with them to understand their motivations in order to make the best possible arrangements for their own, their families’ and their businesses’ financial interests. In addition, Lisa, an acknowledged expert on the tax consequences of offshore trusts, and residence and domicile issues, leads Mercer & Hole’s specialist team that focuses on non UK domiciled clients.
Lisa is Chairman of the ICAEW Tax Faculty’s Private Client Committee and within that leads the working party on non domicile and residence matters. She is also a member of the ICAEW Tax Faculty Technical Committee. A regular contributor to TAXline Tax Planning, Lisa has had chapters published on both non residence and inheritance tax. Lisa also writes for Mercer & Hole’s Tax Plus blog.
Lisa joined Mercer & Hole as a Partner in 2003, and, prior to that she was a Director at Smith & Williamson. Throughout her career Lisa has provided the best possible advice, based on her enjoyment of both dissecting the intricacies of tax legislation and the challenge of applying her knowledge both practically and appropriately to a wide range of people and circumstances.
Latest Tax Blog Post
From 6 April 2019 the personal allowance is set to increase from £11,850 to £12,500 and with this comes an increase in the threshold at...
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