Lisa Davies

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

• Private Client
• Wills
• Probate and the Administration of Estates
• Trusts
• Tax Planning

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.