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Blake Morgan promotes tax specialist to partner

Davies leads the Succession and Tax team at Blake Morgan and is a ‘critical part’ of the Private Client leadership team.

Blake Morgan has announced the promotion of the firm’s tax specialist, Lisa Davies, to partner. 

Working from Blake Morgan’s Cardiff office, Davies leads the Succession and Tax team, specialising in contentious probate and complex trusts.  

Additionally, she provides cross-office support to colleagues in London, Southampton and the Thames Valley, and she is a “critical part” of the Private Client leadership team.

Prior to joining Blake Morgan to head the Cardiff team in 2018, Davies worked for a variety of firms around South Wales, heading teams in large multinationals and niche practices.

Blake Morgan said the promotion “reflects Lisa’s expertise and continued commitment to providing first-class legal solutions to clients”, as well as her work to support its growth aspirations and commercial success.

Additionally, the firm said she has developed a “solid and loyal client base” over more than a decade, as well as forging links with accountants, financial advisers and other lawyers and professionals.

Helen Bunker, head of Private Client, said: “This year has been an exceptionally positive one for the Private Client team, with our team and a number of individuals recognised in both Chambers and Legal 500. Lisa has played a key role in this success, and her appointment to Partner reflects the importance of her contribution to the team.”

Mike Wilson, managing partner, added: “Lisa is a highly skilled lawyer and her promotion is well-deserved. It is also important to the future growth aspirations of our Private Client team who will benefit from offering a partner-led service across all teams and regions.”

Davies said: “I am looking forward to building upon the excellent reputation of our Private Client team in the wider marketplace and to growing the department in Cardiff so that we can continue to offer an excellent service to our client base and further our close ties with fellow professionals.”

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