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.
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.
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.
- Lisa has been published in Solicitors Journal and a regular contributor to BBC Radio Wales on wills and Powers of Attorney.
"Lisa Davies is a fearsome advocate for our clients, and provides insightful and clear advice."
"We found her to be extremely proactive, responsible and knowledgeable. And the notes she put together for us showed a real technical expertise along with practical experience that both we and the client found very accessible considering our lack of knowledge on her practice area."
"Very knowledgeable and confident, which creates a calming influence over complex matters for clients. She is extremely efficient and, beyond reproach, has the highest professional standards."
Band 2 ranked lawyer, Lisa Davies "has very good technical knowledge," observes one peer. A client enthuses: "I found Lisa to be highly knowledgeable of her speciality, able to offer excellent advice and very efficient in delivering the desired outcome," adding: "I honestly cannot think of any weaknesses or areas for improvement."
“Lisa Davies gave me loads of advice and support during a difficult time.”
“I cannot speak highly enough. Her knowledge, advice, communication and efficiency is outstanding.”
“You could not have done better! You gave us invaluable peace of mind in what could be a legal minefield.”
“Impeccable client service, delivered in a timely manner.”
Insights by Lisa
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...Read More
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...Read More
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.Read More