Lisa Davies

Partner

Accepting new clients via ReviewSolicitors

Lisa is a Partner in our Private Client team based in our Cardiff office. She provides the full range of Private Client services, including the administration of estates, advising on inheritance tax, Will planning, trusts and Lasting Powers of Attorney and specialises in complex and cross-border tax-planning and estate matters. She is a fully accredited member of the Association of Lifetime Lawyers.

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 225781

  • Based in Cardiff, South Glamorgan
  • Licensed for 25 years

Accepting new clients via ReviewSolicitors

Lisa is a Partner in our Private Client team based in our Cardiff office. She provides the full range of Private Client services, including the administration of estates, advising on inheritance tax, Will planning, trusts and Lasting Powers of Attorney and specialises in complex and cross-border tax-planning and estate matters. She is a fully accredited member of the Association of Lifetime Lawyers.

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 225781

  • Based in Cardiff, South Glamorgan
  • Licensed for 25 years

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Lisa Davies

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4.8
Excellent
89%
Value for
Money
95%+
Success
Rate
95%+
Would
Recommend
Communication 4.7/5
Initial Impressions 4.7/5
Approachability 4.7/5
Documentation Accuracy 4.7/5
Legal Knowledge 4.7/5
Value for money 4.4/5
Expertise

Experience

  • Blake Morgan LLP

    Partner

    Until Present

Languages spoken

  • English
  • Italian

Opening hours

Monday 09:00–17:30
Tuesday 09:00–17:30
Wednesday 09:00–17:30
Thursday 09:00–17:30
Friday 09:00–17:30
Saturday (Closed)
Sunday (Closed)

One Central Square, Cardiff, South Glamorgan, CF10 1FS

Reviews

4.8 /5 9 Reviews
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Peter

Wills, Trusts & Probate

Probate

Carried out work effectively and thoroughly. The financial schedules were well presented. Communications could be improved by for example setting out at the outset the process the approximate timetable and the documents required.preferably this should be done by a face to face meeting.t

Solicitors tagged in
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Blake Morgan LLP

Thank you for your feedback, Peter — we’re glad the work was thorough and effective, and we’ll take your suggestions on improving communication and process clarity on board.

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David

Wills, Trusts & Probate

Combines common sense with clear legal expertise

Lisa is confident, competent, concise, responsive and able to combine common sense with her clear legal expertise. She provides detailed to the point advice in a timely manner. Lisa has worked for our family on trusts, wills and probate and long may the family relationship continue.

Solicitors tagged in
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Blake Morgan LLP

Thank you for such a thoughtful and generous review, David. We're delighted to hear how much you value Lisa's expertise and approach. Her ability to offer clear, practical advice while building lasting client relationships is something we’re very proud of. It’s been a pleasure supporting your family with trusts, wills, and probate matters, and we truly appreciate your continued trust. We look forward to working with you for many years to come.

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Diana

Wills, Trusts & Probate

Estate Management

Lisa Davies was recommended to us for settling our mother's UK Estate. As co-executors and living in Canada, my sister and I were kept routinely informed by Lisa about the process of handling what was, to us, quite a convoluted and overwhelming task. I appreciated her meticulous and methodical approach to the issues at hand. She gave us clear summaries of what processes were completed and what was yet to be addressed, including how and when they would be expected to be done. All this was done in a very personable and reassuring manner. I am very grateful we were able to use Lisa's expertise and I would highly recommend her services.

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Reply by profile image of Lisa Davies

Lisa Davies

Thank you for your kind review. We are so glad we could help you successfully through what is undoubtedly, a difficult time.

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Sylvia

Wills, Trusts & Probate

Peace of Mind

As a Canadian executor of my mother’s British estate I needed to find a law firm in Britain that could manage all the complexities. Lisa Davies of Blake Morgan was the one who navigated the ins and outs of the estate, including dealing with funds in the Isle of Man and a long-standing Trust. Despite being in different countries Lisa maintained excellent communication with me and broke down complex proceedings into easy to understand dialogue. She and her colleagues made what could have been a nightmare situation into an stress-free process. I highly recommend Blake Morgan for help with executing wills.

Solicitors tagged in
this review

Blake Morgan LLP

Dear Sylvia, Thank you for your wonderful feedback. We're glad Lisa and our team could assist you seamlessly in managing your mother's estate across borders. We appreciate your recommendation. Best regards, Blake Morgan LLP

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Krishan

Verified
Money & Tax

Wish We Had Met Before

We were introduced to Lisa Davies to help us with a complicated matter relating to our late father’s estate. Lisa was first class in her approach and resolved our issues in the most professional fashion. Lisa is meticulous in her work, manages expectations from the onset, delves deep into the information and breaks down legal jargon so it can be clearly understood in order for correct decisions to be taken. It is a pleasure to have worked with Lisa. I wish Lisa had advised us from the onset regarding our family’s inheritance tax planning. It sure would have saved us a lot of time, money and stress.

Solicitors tagged in
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Blake Morgan LLP

Dear Krishan, Thank you for sharing your experience with Lisa Davies. We're delighted to hear about her first-class, professional approach in handling your late father's estate. We appreciate your feedback and will consider your suggestion for future cases. Should you need further assistance, please don't hesitate to contact us.

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