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Shakespeare Martineau LLP

NO 1 COLMORE SQUARE, BIRMINGHAM, B4 6AA, ENGLAND
Tel:
Work 0121 214 0000
Fax:
Fax 0121 237 3011
Email:
Web:
www.shma.co.uk

Lesley Davis

Tel:
Work 0121 214 0427
Email:
Shakespeare Martineau LLP

Work Department

Private Client

Position

Partner

Career

Lesley Davis has over 25 years’ experience, and works closely with a number of wealthy families, both those with inherited wealth and those whose wealth is borne from successful entrepreneurship.

She advises successive generations on wealth protection and succession to ensure that their wealth passes to their children safely and in the most tax efficient manner possible.

Having close links with significant accountancy practices and wealth managers, Lesley has stepped in to assist and advise their clients in times of crisis or bereavement. With a professional yet sensitive approach, Lesley has helped many clients including those coping with catastrophic injuries.  She has built a reputation for her work helping families establish and administer Personal Injury Trusts to take receipt of settlement monies after a successful claim through the Courts.

Lesley also advises a number of charities and charitable institutions on a wide range of legal matters.

Member

Lesley is a member of the Society of Trust & Estate Practitioners (STEP).


West Midlands: Private client

Personal tax, trusts and probate

Within: Personal tax, trusts and probate

Shakespeare Martineau LLP  runs the gamut of tax, trusts and probate work. Clare Laird  leads the team and is an expert in tax and wealth planning.  Lesley Davis  is an expert in wealth protection and succession planning, and recently advised Npower Foundation on establishing a charitable foundation. Also recommended is Anne Tromans , who is an expert in estate and tax planning.

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