Lisa brings a friendly, sensitive and professional approach to a wide range of Private Client matters for individuals and families, in Surrey and the surrounding area.
She offers a tailored, compassionate, down-to-earth service to her clients and always strives to provide advice in plain English. Lisa prides herself on going the extra mile to help her clients and put them at ease. After all, an appointment with a solicitor doesn't have to be stressful!
She can offer appointments in clients own homes (and care homes) and recognises that not everyone operates 9-5 Monday-Friday, so is happy to see clients out of regular office hours. Lisa often works closely with accountants, IFAs, tax advisers and other professionals to help individuals and families plan for their long and short term needs. She is experienced in finding appropriate, practical and effective solutions to a wide variety of issues and circumstances.
Lisa can advise on a broad range of Private Client matters, including:
- Lasting and Enduring Powers of Attorney
- Wills and succession planning
- Probate and Deeds of Variation
- Inheritance Tax
- Daily Management of personal affairs under a new or existing Power of Attorney
- Change of Name Deeds