- Tax Planning
- Wills & Inheritance
- Wills, inheritance and trust disputes
- Tax planning & trust
- Wills and inheritance
- Mental Capacities
Lisa is a paralegal within the succession and tax team, working towards a role as a CILEx Legal Executive. Working closely with Penelope Munro, who heads up the Probate team in the administration of estates, Lisa also assists in the preparation of Wills, Codicils and Lasting Powers of Attorney.
Lisa has been with Thrings since 2012, starting off as a Legal Secretary within the Succession and Tax team, then moving into to the Trusts sub-team in 2018. Lisa began her CILEx studies in 2021, moving back in to the Wills and Estates team in order to progress her experience to qualify.
A historic estate where an additional asset had been located. This involved tracking down the executors, filing an amended inheritance tax account and calculating the inheritance tax and interest due. It also involved tracking down the residuary beneficiaries in the estate through social media.