Lisa Davies
Partner
Contact details
029 2068 6172
Email Lisa
Lisa Davies is extremely proactive, responsible and knowledgeable. She showed a real technical expertise along with practical experience.
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. She is a fully accredited member of Solicitors for the Elderly.
Clients
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.
Expertise
Career
Lisa graduated from Oxford University in 1993 and went on to complete the Legal Practice Course at the College of Law in London and a training contract with Osbornes Solicitors in London.
She has worked around South Wales in a variety of firms including large multinationals and niche practices across the region. She has developed a solid client following over more than a decade, as well as forging strong links with accountants, financial advisers and other lawyers.
Fluent in Italian, she has been involved in a number of cases involving British citizens with issues in Italy and has liaised successfully with her counterparts in Italy to achieve successful outcomes for these individuals.
Lisa was promoted to Partner in November 2021.
Contact details
029 2068 6172
Email Lisa
Accreditations




Significant Experience
- Lisa has been published in Solicitors Journal and a regular contributor to BBC Radio Wales on wills and Powers of Attorney.
Quotes
Insights by Lisa
articles
It was widely speculated in advance of this year’s Autumn Statement delivered on Wednesday 22nd November, that there could be a reform to inheritance tax. Rishi Sunak had been reportedly...
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Blake Morgan Partner Lisa Davies sets the scene on the call for inheritance tax reform and explains that the UK’s approach is still at odds with the majority of other...
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When someone dies without leaving a valid Will, their estate is referred to as being ‘intestate’ rather than ‘testate’. As a result, the intestacy rules in England and Wales will apply.
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