Lisa CARTER

Professional Values and Law Firm Culture

Excellence demands experience. We give you more of both. We have been here since 1768 and to stay at the top of our game we have had to constantly change to make sure that we bring our expertise to bear in the most effective way possible for our clients. To be sure you’re getting the very best legal advice and services in a fast-changing world, you need a firm that’s seen enough to know what’s coming.

Expertise and professional education

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

She is one of the most senior solicitors in the Private Client department with considerable experience drafting Wills, advising on complex tax, trust and inheritance

Lisa was admitted as a solicitor in 2006, worked in boutique law firms until moving to PWC in 2008. Lisa joined the Private Client department 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 advises on all aspects of Private Client work, specialising 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 and capital gains tax.