Lisa Davies

Legal Director
Contact details

029 2068 6172

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.

Chambers High Net Worth, 2021 - Ranked Band 2 in Private Wealth Law

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.

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.

Contact details

029 2068 6172

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


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."

Chambers High Net Worth, 2020

“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

“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

Insights by Lisa


articles

20 October - Lisa Davies

Together with Tilney, Blake Morgan discussed a smarter way to pass on your wealth and planning for the future during a webinar on 8 October 2020.

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articles

14 June - Lisa Davies

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. The consultation is focusing on the...

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