Lisa Davies

Legal Director
Contact details

02920 686172

Recommended Lawyer.

Legal 500 2018

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

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

02920 686172

Significant Experience

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

Quotes


“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

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...

Read More