Solicitor at Gepp Solicitors
Lisa Carter
Solicitor - Managing Partner
SRA ID: 381962
As well as being Managing Partner and overseeing all aspects of the firm’s business, Lisa is also Head of the Private Client Department. She is one of the most senior solicitors in the Private Client Department with considerable experience drafting Wills, advising on complex tax, trust and inheritance Lisa was admitted as a solicitor in 2006, worked in boutique law firms until moving to PWC in 2008. Lisa joined the Private Client department at Gepp Solicitors in 2011 and in 2014 became dual-qualified as a Solicitor and Chartered Tax Adviser. She became a partner and Head of Private Client in 2015, and Managing Partner in 2018. Lisa advises on all aspects of Private Client work, specialising in capital tax planning for wealthy individuals and families, succession planning for family businesses and capital tax and estate planning for individuals. This includes tax planning through businesses, business property relief, agricultural property relief, inheritance tax and capital gains tax.
5 Springfield Lyons Approach, Springfield, CM2 5LB
Licensed for 17 years
Practice Areas
Wills, Trusts & Probate, Money & Tax, Company & Commercial
- Wills, Trusts & Probate 92%
- Family Law 1%
- Housing & Property 7%
79 Client Reviews
Overall experience
- Value For Money
- Communication
- Initial Impressions
- Approachability
- Documentation Accuracy
- Legal knowledge
About Lisa Carter
As well as being Managing Partner and overseeing all aspects of the firm’s business, Lisa is also Head of the Private Client Department. She is one of the most senior solicitors in the Private Client Department with considerable experience drafting Wills, advising on complex tax, trust and inheritance Lisa was admitted as a solicitor in 2006, worked in boutique law firms until moving to PWC in 2008. Lisa joined the Private Client department at Gepp Solicitors in 2011 and in 2014 became dual-qualified as a Solicitor and Chartered Tax Adviser. She became a partner and Head of Private Client in 2015, and Managing Partner in 2018. Lisa advises on all aspects of Private Client work, specialising in capital tax planning for wealthy individuals and families, succession planning for family businesses and capital tax and estate planning for individuals. This includes tax planning through businesses, business property relief, agricultural property relief, inheritance tax and capital gains tax.
Languages Spoken: English
Contact Lisa Carter
Resume
LICENSE
Country
Status
Acquired
Updated
United Kingdom
Currently Registered
01/11/06
29/06/23
We found no instances of professional misconduct for this solicitor
WORK EXPERIENCE
Title
Name
Duration
SRA-approved manager - Member
Gepp Solicitors
?-present
Excellent solicitors
After my father past away in January I contacted Gepp solicitors to take on the application for probate and conveyancing on the sale of my father's property.
I would recommend this company to anyone, they are a professional and efficient with excellent communication . Any queries/questions are answered quickly and very clearly.
They took all the stress out of the whole process for me.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 03 June, 2024
Thank you for entrusting Lisa Carter with handling the probate application and conveyancing for the sale of your father's property. We understand that this can be a difficult time, and we are pleased to have been able to provide professional and efficient service while ensuring clear communication throughout the process. We greatly appreciate your recommendation.
Was this review helpful? Yes
New Wills
My wife and I were pleased with the service we received by Lisa Carter and her team at Gepp Solicitors. We and members of our family have used Gepps in the past for conveyancing and writing wills, and we will continue to do so in the future.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 13 May, 2024
Thank you for your continued trust in Gepp Solicitors, and for sharing your positive experience with Lisa Carter and our team. We look forward to assisting you and your family in the future. Best Regards, Gepp Solicitors
Was this review helpful? Yes
Excellent service
Would highly recommend Gepp Solicitors.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 30 April, 2024
Thank you for your recommendation. We're glad to hear you received excellent service from Lisa during your Power of Attorney matter. If you ever require legal assistance in the future, please feel free to reach out to us. Best regards, Gepp Solicitors
Was this review helpful? Yes
Pleasant experience
Professional and straightforward.
I look forward to the new rail station to
facilitate visits using public transport.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 18 April, 2024
Thank you for your feedback. We appreciate your recognition of our commitment to professionalism and clarity in our services. We will pass your kind comments over to Lisa Carter.
Was this review helpful? Yes
Wills, Trusts and Probate
Lisa was excellent in explaining a very difficult and unusual situation we as a family found ourselves in by a previous organisation. She really helped us.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 20 September, 2023
Thank you for your feedback. We are very pleased to hear that Lisa provided you with excellent service and was helpful in arranging your Wills, Trusts and Probate. Best Wishes, Gepp Solicitors.
Was this review helpful? Yes
Wills, Trusts and Probate
Review already submitted and confirmed with Lisa Carter.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 22 September, 2023
Thank you for your five-star review. Best wishes, Gepp Solicitors.
Was this review helpful? Yes
Wills, Trusts and Probate
Clear advice on the solution to a family issue over wills; quick and intelligent drafting of the required documents; good documentation and finalisation process.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 08 August, 2023
Thank you for sharing your experience, Jeremy. We're pleased to hear that our team provided clear advice and efficient support for your family issue regarding wills. If you have any more legal needs in the future, don't hesitate to reach out. Your feedback is greatly appreciated.
Was this review helpful? Yes
Wills, Trusts and Probate
We had used Gepp Solicitors previously when we had a very worrying legal situation which required resolution. We had been extremely impressed by the valuable advice given and the professional, efficient, empathetic approach to our problem. When we needed to revise our Wills recently, we chose Gepp with the confidence of knowing that we would receive excellent advice and service.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 26 July, 2023
Thank you for your continued trust in our services, Brian. We're honoured that you chose Gepp Solicitors again for your Will revision. It's rewarding to know that our professional, efficient, and empathetic approach made a positive impression on you. If you have any further legal needs, don't hesitate to contact us. We're here to assist you. Thanks again for your kind words.
Was this review helpful? Yes
Wills, Trusts and Probate
Lisa and her colleague were able to understand my wishes and easily able to give the necessary information
to me in a clear and concise manner.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 05 June, 2023
Thank you for sharing your experience with us. We're delighted to hear that Lisa & the team were able to understand your wishes and provide you with clear and concise information. If you have any further questions or require any additional information, please don't hesitate to reach out. Thank you for choosing Gepp Solicitors!
Was this review helpful? Yes
Wills, Trusts and Probate
Lisa Carter: Very approachable and willing to explain to the un-initialled/lay person . Very impressed she is still with Gepps. My parents met her in 2014 and she is dealing again with out family in 2023. Gepps must have good staff retention rates.
Lawyer named in this review: Lisa Carter
A representative from Gepp Solicitors responded to this review on 05 June, 2023
Thank you for sharing your review with us. We are thrilled to hear such great feedback for Lisa! We will ensure your kind comments are passed on. If you require any assistance in the future, please do not hesitate to reach out to us.
Was this review helpful? Yes