Personal tax, trusts and probate

Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Laith Khatib
Howells Solicitors
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Lisa Davies
Blake Morgan LLP
Lisa is respected by her colleagues, other professionals and clients alike for her professional and exacting approach, as well as for the breadth of her technical knowledge and ability to find elegant and effective solutions to clients’ problems. Lisa specialises in the full range of Private Client services, including the administration of estates, advising on inheritance tax, Will planning, trusts and Lasting Powers of Attorney. She is a fully accredited member of Solicitors for the Elderly.
Leading associates
Rising stars with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Anne Taylor
Geldards LLP
Anne is a Senior Associate and has over 10 years’ experience as a private client solicitor. She is highly experienced in all aspects of wills, trusts, powers of attorney and estate administration and leads a section of the team dedicated to effective trust and estate administration.  A skilled wealth planner, Anne is a longstanding member of Camelot’s lottery advisory panel, providing expert advice and support to numerous winners over the years.  She has worked closely with several very significant winners to implement effective long term personal planning strategies, and forged strong relationships as their trusted advisor.  Anne is a full member of the Society of Trust and Estate Practitioners and is on the committee of the STEP Wales branch. She acts for both professional and lay executors in administering estates and has experience of dealing with high value estates, comprising of business and agricultural assets. Anne also carries out trust administration work. Anne has developed a niche area of practice in relation to compensation protection and court of protection work (including high value statutory will and gift applications and contentious court of protection proceedings). She regularly has matters referred to her by other law firms and other professionals, who recognise her specialism and reputation in these areas (including the Official Solicitor).
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