Private Wealth Law
High Net Worth Guide 2024 : Wales
Band 2
Email address
[email protected]Contact number
(029) 2038 5385Chambers Review
The Blake Morgan team offers advice to high net worth individuals regarding estate administration, trusts and succession planning.
Strengths
Provided by Chambers
"The team is obviously geared to bringing all its knowledge and experience to bear to the cases of each client."
"The team is obviously geared to bringing all its knowledge and experience to bear to the cases of each client."
Notable Practitioners
Lisa Davies advises clients on matters relating to estate planning and administration, tax and trusts. Her clients include business-owning individuals and families.
"Lisa Davies is very quick, efficient and knowledgeable in dealing with estates."
"Lisa Davies is exceptional in her work. A true professional who knows her subject area very well."
"We find Lisa's ability to present complex areas of the law and her technical ability to be excellent."
Nicky Sherrard advises her high net worth clients on trust, wills, estate administration and succession planning. She is a senior associate at the firm.
"We're fully reassured by having Nicky Sherrard taking care of our case and very happy with the way she has dealt with it."
"Nicky Sherrard provided very effective support and advice."