Gepp Solicitors - Solicitors in Chelmsford, Essex

As well as being Managing Partner and overseeing all aspects of the firm’s business, Lisa Carter is also joint Head of the Private Client department.

She is one of the most senior solicitors in the Private Client team with considerable experience drafting wills, advising on complex tax, trust and succession.

Lisa was admitted as a Solicitor in 2006 and worked in boutique law firms until moving to PWC in 2008. Lisa joined the Private Client team at Gepp Solicitors in 2011 and in 2014 became dual-qualified as a Solicitor and Chartered Tax Adviser. She became a Partner and Head of private client in 2015 and Managing Partner in 2018. Lisa now co-heads the Private Client department with Marc Dorsett.

Lisa advises on all aspects of private client work.

As Head of private client, Lisa oversees all of the legal and tax team and the department’s support staff to ensure Gepp’s clients receive the best advice coupled with the highest customer care.

Lisa has an ability to provide a solution in a language that is clear and precise and works hard to exceed her client’s expectations. Lisa is often called upon by Wealth Managers and Accountants to provide their clients with technical advice on complex tax matters.

Specialisms

Lisa specialises in capital tax planning for wealthy individuals and families, succession planning for family businesses and capital tax and estate planning for individuals. This includes:

  • Tax planning through businesses
  • Business property relief
  • Agricultural property relief
  • Inheritance tax
  • Capital gains tax

Memberships

  •  Member of the Chartered Institute of Taxation (CIOT)

Case Studies

  • Lisa successfully argued the availability of Business Property Relief on company shares held within a discretionary trust at the ten-year anniversary despite the client having been informed by other advisers that they would not be eligible. This saved the client over £70,000 in Inheritance Tax.
  • After many years of careful planning and the strategic use of trusts, Lisa was able to secure a saving of over £140,000 in Inheritance Tax following her client’s death.

Related services

What clients are saying about Lisa

“Lisa Carter was excellent in every way. She was professional yet approachable and extremely personable. She did what she said she would do efficiently and explained everything clearly.”

“I cannot thank you and Lisa enough for the help, support and professionalism that you have given me and my family throughout this journey.”

“Lisa and team not only provided expert help and advice but also showed sensitivity and empathy throughout the process which was greatly appreciated.”

Related News

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Get in touch

If you want to find out more about the services we can offer you, please feel free to get in touch.

“Extremely professional, knowledgeable and friendly.”, “Easy to park and very friendly welcome”

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