Lesley Davis > Shakespeare Martineau LLP > Birmingham, England > Lawyer Profile
Shakespeare Martineau LLP Offices
NO 1 COLMORE SQUARE
BIRMINGHAM
B4 6AA
England
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Lesley Davis
Work Department
Private Client
Position
Partner
Career
Lesley works closely with her clients to assist and guide in all aspects of complex estate planning and asset protection including trust and estate administration after death, Wills and Powers of Attorney.
Lesley helps families navigate their way through complex succession and tax landscapes involving trusts and estate administrations after death. Working closely with succeeding generations to secure the best outcome for all, Lesley can help find the most tax efficient outcome while ensuring family cohesion is maintained.
“When the call comes in from a client knowing that we can help, putting their trust in us is both the greatest honour and best reward.”
Memberships
Lesley is a member of the Society of Trust & Estate Practitioners (STEP).
Lawyer Rankings
West Midlands > Private client > Personal tax, trusts and probate
(Leading partners)The ‘knowledgeable and professional team’ at Shakespeare Martineau LLP is ‘very easy to deal with’, under the excellent leadership of Hannah Tait and Verity Kirby. Its key areas of focus include providing wealth, tax and succession planning advice to families, landed estates, entrepreneurs and business owners. The group also helps elderly clients, and receives a steady flow of instructions on personal injury trusts. Lesley Davis continues to play a pivotal role in the department, and works closely with many private banks and large accountancy practices. Julia Rosenbloom, who joined the practice in August 2023, is a chartered tax adviser as well as a trusts and estates practitioner.
Lawyer Rankings
- Leading partners West Midlands > Private client > Personal tax, trusts and probate
- Personal tax, trusts and probate West Midlands > Private client
Top Tier Firm Rankings
- Private client > Agriculture and estates
- Dispute resolution > Debt recovery
- Public sector > Education
- Projects, energy and natural resources > Energy, project finance and PFI
- Private client > Personal tax, trusts and probate
Firm Rankings
- Finance > Banking and finance
- Private client > Charities and not-for-profit
- Employment > Employment
- Finance > Insolvency and corporate recovery
- TMT (technology, media and telecoms) > Intellectual property
- Insurance > Professional negligence
- Real estate > Property litigation
- Dispute resolution > Commercial litigation: Birmingham
- Real estate > Construction
- Private client > Contentious trusts and probate
- Corporate and commercial > Corporate and commercial: Birmingham
- Corporate and commercial > Corporate and commercial: elsewhere in the West Midlands
- Private client > Family: Birmingham
- Private client > Family: elsewhere in the West Midlands
- Employment > Immigration
- Insurance > Personal injury: defendant
- Real estate > Planning
- Real estate > Social housing
- Insurance > Clinical negligence: claimant
- Real estate > Commercial property: Birmingham
- Real estate > Commercial property: elsewhere in the West Midlands
- Insurance > Personal injury: claimant