Lisa Travers
PartnerLisa joined CT as a Partner in 2021 and specialises in areas where personal tax and business come together. She works with high-net-worth individuals, owner managed businesses and families, advising on income and capital tax planning frequently across generations.
She brings extensive experience from her time in the Big Four where she worked with owner managed family businesses private equity fund managers across Scotland, the UK and US. Lisa is both a Chartered Accountant and a Chartered Tax Adviser.
Alongside her client work, Lisa has a strong interest in innovation and the continued development of CT’s advisory approach. She is passionate about the delivery of comprehensive and interconnected advice across taxes driven by what is important to her clients and their businesses.
Lisa also brings trustee experience, giving her a strong understanding of governance and risk, which she draws on in both her client work and her wider contribution to the firm.
She sits on the firm’s Remuneration Committee and People Strategic Working Group and has been closely involved from the outset in shaping CT’s purpose, values and behaviours, as well as the recent development of our People Pathways.
Clients value Lisa for her calm, forward-looking approach and her ability to combine technical expertise with practical, commercially focused advice.
