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Lisa Whelan

photo of Lisa Whelan

Associate

Bristol
+44 (0) 333 006 0624
Lisa.Whelan@TLTsolicitors.com


About Lisa

Lisa is a private client solicitor based in Bristol who specialises in Wills and estate administration, with a particular emphasis on high value estates involving negotiating with HMRC over the payment of inheritance tax and claiming relevant exemptions and reliefs, including business property relief and gifting as part of normal expenditure out of income.

Lisa qualified in 2006 and her supervisor at TLT is Deborah Gale.

Jurisdiction: England and Wales

Recent Experience

  • Reducing the taxable value of a deceased estate by claiming relevant exemptions and reliefs including business property relief, agricultural property relief and gifts from normal expenditure out of income.
  • Drafting Deeds of Variation to include charitable gifts thereby reducing the inheritance tax rate payable on the estate from 40% to 36%.
  • Administering estates with assets located in the UK and other jurisdictions, including Ireland, Spain and the USA.
  • Administering trusts including preparation of the annual trust tax return.