Lisa Davies Legal Director

Photograph of Lisa Davies

Contact Details

“Lisa Davies gave me loads of advice and support during a difficult time.”

Mrs Karen H

“I cannot speak highly enough. Her knowledge, advice, communication and efficiency is outstanding.”

Miss Sarah C
Lisa is respected by her colleagues, other professionals and clients alike for her professional and exacting approach, as well as for the breadth of her technical knowledge and ability to find elegant and effective solutions to clients’ problems.

Main areas of practice

Lisa specialises in the full range of Private Client services, including the administration of estates, advising on inheritance tax, Will planning, trusts and Lasting Powers of Attorney.  


Lisa has considerable experience in the administration of estates, dealing with complex and high value cases including those with agricultural and business assets and involving literary estates.

Significant experience

Lisa has been published in Solicitors Journal and a regular contributor to BBC Radio Wales on wills and Powers of Attorney.

“Recommended Lawyer.”

Legal 500 2018

“You could not have done better! You gave us invaluable peace of mind in what could be a legal minefield.”

Mrs Meryl M

“Impeccable client service, delivered in a timely manner.”

Mrs Angela S


Articles by Lisa

Inheritance Tax Review Call for Evidence


The independent Office of Tax Simplification (OTS) has published a call for evidence to gather information about people’s experience and perceptions of Inheritance Tax.

Related Knowledge & Resources

Termination Payments: The end

On 10 August the Government published its response to a consultation on the taxation of termination payments. Lisa Wallis and Ruth Christy consider the Government's plans in more detail and their implications.

Could helping my child to buy a home financially benefit us both?

As property prices continue to soar across the UK, the dream of owning a home appears to be slipping away from a vast number of under 35’s. Unsurprisingly, the 'Bank of Mum and Dad' seems a very attractive option.

Taking responsibility...helping lives

Rebecca Davies was just a few months old when she was involved in an horrific car accident that changed her life forever.

Client Guide: Use of Discretionary Trusts

A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.

Client Guide: Principal Duties of a Trustee

On accepting a position as a trustee, a person must be aware of the duties imposed on him by the trust deed and by statute. The following is a non-exhaustive overview of the principal duties of a trustee.

Client Guide: Discretionary Trusts

The discretionary trust is a very flexible form of trust.