Lisa WhitehouseSenior associate
Senior associate in the personal planning team
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.
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
Chris Lloyd Smith, Adrian Leonard and Lisa Whitehouse discuss the planning opportunities available to owners of businesses and how to prepare for unforeseen events.
Over 100 trainees and future trainees from Birmingham joined the BTSS for a webinar to address concerns around training remotely and qualifying during a possible recession.
This case is salutary to lawyers to make sure that they get full information from the client about all of their assets, income and liabilities and family members and dynamics.
The Mental Capacity Act (“MCA”) came into force on 1st October 2007. The Act sets out important principles affecting how we should approach decision making with a person with impaired capacity.
Current Test In order for a Will to be valid the testator must have the necessary mental capacity to make the will.
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