Lisa Carter

Lisa Carter is joint Head of the Private Client team. She is one of the firm’s most senior Private Client Solicitors with considerable experience in drafting wills and advising on complex tax, trust and succession matters.

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

Lisa advises on all aspects of private client work. She oversees the legal and tax team to ensure the firm’s clients receive the best advice coupled with excellent client care.

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

From 2018 to 2025, Lisa served as the firm’s Managing Partner.  She led the firm through the Covid pandemic and in 2022 she managed the firm’s relocation to modern premises in Chelmsford Business Park.

Specialisms

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

• Power of attorney
• Probate
• Tax and succession planning
• Trusts
• Wills