Lisa Mark-Bell
Director & Joint Head of Oxford Trusts, Estates and Tax Team | Oxford | Bristol
"Lisa Mark Bell is very approachable and easy to work with. Practical, pragmatic and dedicated to finding solutions for her clients. She is friendly and efficient."
The Legal 500, 2024
Call: 0186 578 1154
About Lisa
Lisa Mark-Bell is the joint head of the Oxford trusts, estates and tax team, and is dual qualified as a solicitor and a chartered tax advisor.
She acts for a wide range of clients in relation to their estate and trust planning, in particular for those with complex business, agricultural, intellectual property or international interests, with a view to managing the transition of wealth between generations in a tax efficient manner.
Lisa has also developed a speciality in providing bespoke trust advice to trustees, including Landed Estates. She is adept at designing practical solutions to complex tax and trust problems, assisting with trust settlement, management and modification and advising both individuals and trustees on tax mitigation strategies and the implementation of the same.
Lisa also acts in the administration of complex, high net worth estates. As a director of Freeths Trustees Limited, Freeths’ trust corporation, Lisa acts through the company as both an executor and trustee.
As well as being a member of the Chartered Institute of Tax Advisors, she is also a member of the Society for Trusts and Estate Practitioners.
Lisa is listed as a Recommended Lawyer and recognised as a Next Generation Partner in The Legal 500 (2025 edition) in Personal Tax, Trusts and Probate. She is also listed as a Leading Individual in Chambers & Partners (2025 edition).
Memberships
- CTA
- STEP
Contact Lisa
Call: 0186 578 1154
Mobile: 0772 718 0309
Notable work & expertise
Recent Work
- Advising individual clients on wealth preservation through estate, succession and tax planning.
- Administering high net worth estates, including those with agricultural and business property, and advising in relation to tax mitigation measures and reliefs available.
Recent Work
- Advising charities in relation to complex tax issues. This includes calculating inheritance tax liabilities where there is an interaction of the grossing up and abatement rules, advising on Re Benham grossing requirements, negotiations with HM Revenue and Customs, and advising on the mitigation of capital gains tax.
Testimonials
“Friendly and professional.”
Client testimonial
“Very satisfied with whole services.”
Client testimonial
"Lisa Mark-Bell was very clear in her explanations and also seemed very balanced/impartial in her views of the matter. I felt I could trust her."
The Legal 500, 2025
"A team of very good people who really know their stuff. Lisa Mark-Bell in particular is outstanding."
The Legal 500, 2025
"Lisa is always willing to give a sensible and commercial point of view."
Chambers & Partners, 2025
"Lisa is very good on both the big picture and the detail."
Chambers & Partners, 2025
"Lisa Mark-Bell was very professional and knowledgeable in advising me on my will, which had several international aspects. She was also very perso...
The Legal 500, 2024
"Lisa Mark-Bell is very able indeed and inspires confidence."
The Legal 500, 2023
"Lisa Mark-Bell is both a lawyer and a chartered tax adviser, it was reassuring to deal with someone who has such knowledge in depth of financial m...
The Legal 500, 2023
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