"Part of a large team, Lisa Mark-Bell has 'notable trusts and tax expertise'."
(The Legal 500)
Lisa is a Director based in Oxford and dual qualified as a solicitor and a chartered tax adviser. She advises a range of clients in relation to their estate and trust planning, including drafting Wills and assisting with trust settlement, management and modification. Lisa also deals with lasting powers of attorney and the administration of complex, high net worth estates.
Lisa is listed as a Recommended Lawyer in the Legal 500.
Probate, Trusts & Administration of Estates
- Advising individual clients on wealth preservation through estate, succession and tax planning.
- Administering high net worth estates, including those with agricultural and business property, and advising in relation to tax mitigation measures and reliefs available.
- Advising charities in relation to complex tax issues. This includes calculating inheritance tax liabilities where there is an interaction of the grossing up and abatement rules, advising on Re Benham grossing requirements, negotiations with HM Revenue and Customs, and advising on the mitigation of capital gains tax.
‘Doing the right thing’ is at the heart of Freeths. Find out more about our excellent client service and the strong set of values that guide the way we work.
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Freeths are a leading national law firm with 13 offices across the UK. If you have a query about our services or just want to find out more, why not give us a call?
Contact: 03301 001 014