Lisa Davies

Lisa is a fully accredited professional member of the specialist body of Solicitors for the Elderly. She supervises and manages her team as well as having her own case-load. Her areas of expertise include wills and trusts, inheritance tax and estate planning and the administration of estates. She also advises on elderly client matters. As well as appearing as an expert guest on BBC radio phone-in programmes, she has sat on the Camelot Advisory panel providing advice for Lottery winners. Lisa graduated from Oxford University in the early '90s with a degree in law before taking Law Society exams in London, where she completed her training with a leading firm. She has worked in niche Private Client firms around South Wales and ran her own business as a sole practitioner before heading up the Private Client department in Wales of an international firm. She has since moved to Blake Morgan which is a Top 50 Law Firm with six offices across the UK and Lisa manages the Succession & Tax team from the Cardiff office.