Lisa-Jane is a partner at our Lincoln office and head of department for our private client team, dealing with Wills, estates, tax and trusts.
Lisa-Jane acts for high net worth clients with complex estates, particularly those involving business and agricultural assets. She is a pension trustee of a staff pension scheme, advises on private client issues for contentious probate matters, and takes on a management and consultancy role within the firm, leading the private client team across all Wilkin Chapman offices.
She specialises in:
- Inheritance tax and administration of estates
- Inheritance tax planning
- Agricultural property relief and business property relief
- Pensions in a trustee capacity
Lisa-Jane has over 20 years' experience in dealing with wills, inheritance tax planning, trusts and probates and is a member of the Society of Trust and Estate Practitioners (STEP).
She is also a Level 2 LIVES responder for Lincolnshire.
Her career started when she graduated from Oxford Brookes University (1992), then qualifying at the College of Law in Chester (1994), achieving a distinction for the legal practice course. She took on a training contract within the Lincolnshire Crown Prosecution Service in 1996, and then worked at Eversheds (Nottingham), tax department, before joining Wilkin Chapman in 2001.