Work Department

Private client

Position

Partner and head of department for the firm’s (six offices throughout Lincolnshire and East Yorkshire) probate tax and trusts teams. The first lawyer in the firm to gain the STEP qualification. The firm now has 10 full STEP members and two qualifying for membership. Lisa-Jane’s team consists of 12 qualified lawyers, which include specialists in agricultural and business property relief, Mental Capacity Act 2005, personal injury trusts, foreign estate probates and trust issues, Care Act 2014 and regulatory advice. Personal specialism is in high value complex trust and estate work, inheritance tax advice involving agricultural and business property relief, matters including non-UK domiciled probates, with foreign trust elements. Top Ranked (Band 1) in Chambers 2018, ‘consistently cheerful and helpful ... communicating with her is always easy’. In The Legal500, ‘sharp and to the point’. Lisa-Jane has grown the firm’s probate tax and trusts teams, over the past fifteen years. In consequence, the department has increased its specialism in all areas of private client work and has a breadth of experience enabling it to cater for the firm’s private client needs. Close relationships and working practices have also been developed with other teams, particularly the agricultural, matrimonial, litigation, property, corporate commercial and employment departments to ensure a whole service is provided to the client and advice and assistance sought when required. The team continues to grow, adapt to continuing external pressures, including other entrants into its area of work, expand and strengthen for the future.

Education

Edward Orme High School; Oxford Brookes University (1992 BSc (Hons)); College of Law, Chester (1994 CPE/LPC; 2002 TEP)