Joe Davies Blue_Light
Partner, Head of Private Client

Joe Davies

Joe oversees the day to day management of our Private Client team and advises a broad range of private clients about trusts, tax and succession matters. He believes in harnessing the use of legal technology to improve the legal service that he and his team provide to their clients. Joe offers a modernised approach to all areas of succession planning.

Joe’s advises clients in all areas of asset protection and inheritance tax planning, whether during lifetime or on death. He regularly deals with the administration of estates and trusts, and provides advice on issues arising from lack of capacity. Joe also advises several charities.

He graduated from the University of Edinburgh and qualified as a solicitor in 2016.  Joe joined Gilson Gray in 2018 before being promoted to partner Head of Department in 2022. He is a Notary Public as well as a Member of STEP (Society of Trust and Estate Practitioners).

Highlights:

  • Advising business clients and private individuals on all areas of trust, tax and succession planning.
  • Driving the use of legal technology within the firm.
  • Notary Public.
  • Full member of STEP.

Specialisms:

  • Wills and Powers of Attorney
  • Executries
  • Trusts
  • Inheritance tax planning
  • Protecting family wealth
  • Charities