Lisa is a member of the Wills, Tax and Probate Department and has a broad range of experience of all types of Private Client matters.
Lisa enjoys meeting with clients and has a friendly and approachable manner and has a reputation for building long term relationships with her clients and their families to assist and support them when going through difficult or strenuous times. She is hard working, dedicated, efficient and committed to meeting and exceeding clients expectations. She is happy to see clients in the office or at home.
Lisa studied for her A-Levels at Codsall Community High School before going on to complete her LLB (HONS) Law Degree at Wolverhampton University where she subsequently continued her studying to complete her Legal Practice Course. Lisa commenced her training contract at Talbots Solicitors prior to qualification in 2012. Lisa is involved with various charities organising promotions and ultimately raising awareness.
In addition, Lisa is Enoch Evans’ Alzheimer’s Society ‘Dementia Friends’ Training Champion which through training, workshops and community engagement Lisa leads efforts to educate colleagues about dementia and challenge perceptions of the condition.
Lisa has dealt with the administration of over 300 Estates and Grants of Probate since joining the Firm.
Lisa has experience in and can assist with: Wills and Lifetime Planning
Administration of Estates
Formation and Administration of Trusts
Preparation and Registration of Enduring and Lasting Power of Attorney
Court of Protection Applications
Asset Protection and Mitigation of Care Fees
Inheritance Tax advice
Asset Protection and Care Fees
Recent Experience: Advising upon the preservation of assets through Wills, including advising on the mitigation of any potential Inheritance Tax Liability and the protection of assets from third party claims.
Advising families and individuals in relation to the creation of trusts and lifetime gifts in order to mitigate exposure of their estate to Inheritance Tax.
Advising Trustees on the surrender of a Life Interest Trust, the transfer and sale of assets and associated Inheritance Tax and Capital Gains Tax advice.
Advising upon Lasting Powers of Attorney in both a personal and commercial manner and the choice of suitable Attorneys to be appointed.
Advising upon Deputyship applications to the Court of Protection and further Supplementary Orders to appoint additional trustees in order to sell property.
Advising Personal Representatives of an Estate whereby assets of the Estate and the beneficiaries were unknown. Locating all assets and obtaining Probate and administering the estate to the satisfaction of the beneficiaries.
Advising Personal Representatives regarding post death variation of an estate to mitigate Inheritance Tax.
Memberships and Associations:
Lisa is a member of both Walsall and Birmingham Law Society
Lisa is a Dementia Friends Champion and Dementia Friend
Hobbies & interests: To relax and unwind outside of work Lisa enjoys keeping fit by attending the gym, spinning, spending time with her Doberman and has even tried her hand at kickboxing which she hopes to continue in the future.
What the Clients say:
“Cannot rate Lisa Flavell highly enough having recently dealt with HMRC and probate regarding my father’s estate. She made a complicated process seem very simple for us to understand. She was very professional and kept the executors updated throughout the process. She answered all our questions and worked to conclude the process as quickly as possible keeping us updated throughout. I would highly recommend Enoch Evans particularly Lisa Flavell”.