Lisa Davies > Blake Morgan LLP > Cardiff, United Kingdom > Lawyer Profile

Blake Morgan LLP
ONE CENTRAL SQUARE
CARDIFF
CF10 1FS
United Kingdom

Work Department

Private Client

Position

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.

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.

Lawyer Rankings

Wales > Private client > Personal tax, trusts and probate

(Next Generation Partners)

Lisa DaviesBlake Morgan LLP

The ‘experienced and very professional’ team at Blake Morgan LLP has ‘a great depth of knowledge’ across succession and tax planning matters. ‘Extremely proactive’ team head Lisa Davies shows ‘real technical expertise along with practical experience‘, often drawing upon resources from complementary practice areas at the firm, to ensure that clients receive a holistic service in relation to their wealth preservation needs, in particular. Senior associate Nicky Sherrard is also recommended for estate planning matters and administration, as is ‘very professional, yet compassionate’ senior solicitor Holly Jones , including as it relates to the preparation of wills and Power of Attorney.