Lisa Ball

Partner, Private client tax services

Areas of expertise

Landed estates and trusts; agricultural and land-based industries; capital taxes and tax-efficient structures.

Experience

With over 20 years’ experience, Lisa looks after a growing mixed portfolio of farming and small estates across the region. She leads the private client tax team for the Salisbury office.

While she specialises in clients with an agricultural bias, Lisa gets involved with all aspects of tax planning and enjoys working on succession planning for family businesses, as well as working with other advisors to produce the best outcome for mutual clients.

Notable achievements

  • Inheritance tax (IHT) planning involving the creation of a charitable trust to continue the family’s lifelong commitment to an archaeological site.
  • Structuring partnerships to lock into entrepreneurs’ relief on development land.
  • Succession planning with family farming partnerships and trusts.
  • Planning with regards to annual tax on enveloped dwellings exposure.

Professional qualifications/memberships

Member of the Association of Taxation Technicians (ATT) and the Chartered Institute of Tax (CIOT).

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