My role

I am a senior associate in the personal planning and management department with a particular focus on estate planning and administration of estates. I am member of the Society of Trust and Estate Practitioners.

My experience

I particularly enjoy advising families on planning their affairs with a view to mitigating inheritance and capital gains tax but also with the aim of achieving fairness where possible in situations where the main asset may be a family business or farm.

In relation to estate administration, I have assisted in the administration of complex trusts and estates involving overseas assets, missing beneficiaries, insolvent estates, intestacies and dealing with the deceased’s business interests to include claims for business and agricultural relief.

‘Lisa Whitehouse has excellent technical knowledge of probate and the ability to deal with contentious probate matters. She is able to explain complex inheritance tax issues concisely and simply to non-specialists.’ Legal 500, 2021

My specialisms

  • Wealth protection
  • Estate administration
  • Trust administration
  • Lasting powers of attorney
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