Lisa joined Thomson Snell & Passmore in 2025, from chartered accountancy firm HaysMac LLP, where she spent the past four years in the Private Client department. Prior to that, she spent seven years at tax, accounting and business advisory firm Blick Rothenberg. Lisa brings with her extensive expertise, including overseeing tax compliance, trust management and IHT returns for HNW and Ultra HMW individuals and families, landed family groups, entrepreneurs, charitable trusts and estates.
