Solicitor at Blake Morgan LLP
Lisa Davies
Solicitor - Partner
SRA ID: 225781
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.
One Central Square, CF10 1FS
Licensed for 24 years
Practice Areas
Wills, Trusts & Probate
- Wills, Trusts & Probate 100%
7 Client Reviews
Overall experience
- Value For Money
- Approachability
About Lisa Davies
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.
Languages Spoken: English, Italian
Contact Lisa Davies
Resume
LICENSE
Country
Status
Acquired
Updated
United Kingdom
Currently Registered
16/10/00
19/01/24
We found no instances of professional misconduct for this solicitor
AWARDS
Name
Grantor
Date granted
Private Client Team of the Year
Wales Legal Awards
2023
WORK EXPERIENCE
Title
Name
Duration
Partner
Blake Morgan
?-present
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.
Lawyer named in this review: Lisa Davies
Lisa Davies from Blake Morgan LLP responded to this review on 17 June, 2024
Thank you for your kind review. We are so glad we could help you successfully through what is undoubtedly, a difficult time.
Was this review helpful? Yes
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.
Lawyer named in this review: Lisa Davies
A representative from Blake Morgan LLP responded to this review on 13 June, 2024
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
Was this review helpful? Yes
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.
Lawyer named in this review: Lisa Davies
A representative from Blake Morgan LLP responded to this review on 03 January, 2024
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.
Was this review helpful? Yes
good experience with Blake Morgan
Lisa was always very helpful and diligent
Lawyer named in this review: Lisa Davies
A representative from Blake Morgan LLP responded to this review on 03 January, 2024
Dear Roger, Thank you for your positive feedback! We're pleased to hear that Lisa's assistance was helpful and diligent. If you have any more questions or need further assistance, feel free to reach out. Best regards, Blake Morgan LLP
Was this review helpful? Yes
Helpful and thorough
The service was thorough and detailed. Our wishes were carried out following relevant advice and the work was completed quickly.
Lawyer named in this review: Lisa Davies
A representative from Blake Morgan LLP responded to this review on 23 August, 2023
Dear Peter, thank you for your review. We are pleased Lisa provided a thorough and detailed service that met your wishes. Your satisfaction is our goal, and we are glad we could complete the work efficiently. Thank you for choosing Blake Morgan.
Was this review helpful? Yes
Consultation with Lisa Davies
Lisa arranged a new Will to replace the one we had in place from the 1990s. She provided a thoroughly professional service, with clear and helpful advice on a variety of related topics. It was a pleasure to work with her.
Lawyer named in this review: Lisa Davies
A representative from Blake Morgan LLP responded to this review on 02 August, 2023
Thank you for your wonderful feedback, Michael. We're glad to hear that Lisa provided a thoroughly professional service while assisting you with your new Will. We always strive to offer clear and helpful advice on related matters. If you need any further assistance in the future, feel free to reach out. It was a pleasure working with you.
Was this review helpful? Yes
Quality legal advice
Advice given relating primarily, at this stage, to estate planning, powers of attorney, and preparation of will, together with pointing me in the right direction for specialist financial planning advice. The service was at all times thorough and proactive..
Lawyer named in this review: Lisa Davies
A representative from Blake Morgan LLP responded to this review on 20 July, 2023
We appreciate you taking the time to share your experience with us, Ian. It was a pleasure to assist you with your estate planning needs, powers of attorney, and the preparation of your will. Thank you for placing your trust in Blake Morgan.
Was this review helpful? Yes