Director & Joint Head of Oxford Trusts, Estates and Tax Team
"Lisa Mark Bell is very approachable and easy to work with. Practical, pragmatic and dedicated to finding solutions for her clients. She is friendly and efficient."
(The Legal 500, 2024)
Lisa is a Director and joint head of the Oxford Trusts, Estates and Tax Team and is 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 and recognised as a Next Generation Partner in The Legal 500 (2024 edition) in Personal Tax, Trusts and Probate.
Probate Application Solicitors
- 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.
To contact Lisa or for more information…
“Lisa Mark-Bell was very professional and knowledgeable in advising me on my will, which had several international aspects. She was also very personable and listened to my questions and responded to them in a way I could, as a lay person, understand. The will was done and dusted within a week and I would highly recommend her.”(The Legal 500, 2024)
“Lisa Mark-Bell is very able indeed and inspires confidence.”(The Legal 500, 2023)
“Lisa Mark-Bell is both a lawyer and a chartered tax adviser, it was reassuring to deal with someone who has such knowledge in depth of financial matters, taxation as well as the legal implications of estate planning. She is constructive, practical and effective. She is positive, professional and achieves her deadlines. It was a pleasure to work with her.”(The Legal 500, 2023)
“Friendly and professional.”
“Very satisfied with whole services.”
“Lisa Mark-Bell’s technical strengths are a given, particularly when considering the tax planning which goes alongside her legal advice. While she is able to deal with complex situations, I have also found Lisa to be very pragmatic and sensible in her approach to client advice, seeking efficiencies but not over-complicating matters. She has turned work around at very short notice for mutual clients and has never failed to deliver on demanding client requirements.”(The Legal 500, 2021)
“Lisa is all one could hope for in a family solicitor.”(The Legal 500, 2021)
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Contact: 03301 001 014