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Provided by Lisa Davies
Lisa is a partner in the Succession and Tax team who specialises in the full range of non-contentious Private Client services, including the administration of estates, advising on inheritance tax, Wills, Trusts and Lasting Powers of Attorney. She has considerable experience in dealing with cross-jurisdictional estates and tax planning matters, as well as complex and high value cases including the administration of estates with agricultural and business assets. She also advises on disputed probate and trust matters.
Fluent in Italian, she has been involved in a number of cases involving British citizens with issues in Italy and has worked with her counterparts in Italy to achieve successful outcomes for these individuals.
Lisa has practised in the area of Wills, Trusts and Estate Planning for the last 17 years and is a fully accredited member of The Association of Lifetime Lawyers (previously known as Solicitors for the Elderly).
Lisa has written for a number of publications, including Solicitors Journal, Lexis Nexis and Money Observer and is a regular contributor to BBC Radio Wales.
Member of Solicitors for the Elderly (SFE)
Provided by Chambers
Lisa Davies advises clients on matters relating to estate planning and administration, tax and trusts. Her clients include business-owning individuals and families.
Provided by Chambers
We find Lisa's ability to present complex areas of the law and her technical ability to be excellent.
Lisa Davies is very quick, efficient and knowledgeable in dealing with estates.
Lisa Davies is exceptional in her work. A true professional who knows her subject area very well.
We find Lisa's ability to present complex areas of the law and her technical ability to be excellent.
Lisa Davies is very quick, efficient and knowledgeable in dealing with estates.
Lisa Davies is exceptional in her work. A true professional who knows her subject area very well.
