Member Since: 11th Oct 2000
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Lisa is a Private Client Partner at Mercer & Hole, with over 30 years' experience in 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.
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.
Lisa joined Mercer & Hole as a Partner in 2003, and, prior to that she was a Director at Smith & Williamson.