At DTM Legal, our Trusts and Estates team is dedicated to providing specialised advice in inheritance tax and succession planning for a diverse clientele, including business owners, trustees, landowners, and farmers. With a strong commitment to delivering commercial, sensitive, and bespoke solutions, our team ensures that you receive the most effective guidance tailored to your unique circumstances.
Our Expertise
Wills and Probate
Preparing a carefully drafted will is crucial for ensuring your assets are distributed according to your wishes. Our team specialises in the creation and execution of wills, guiding you through the probate process with sensitivity and efficiency.
Inheritance Tax, Capital Gains Tax, and Succession Planning
Navigating the complexities of tax implications is essential for preserving your wealth. We provide comprehensive advice on inheritance tax, capital gains tax, and succession planning, helping you minimise tax liabilities and secure your financial legacy.
Trusts
Explore the benefits of trusts as powerful tools for asset protection, wealth preservation, and succession planning. Our team will guide you through the establishment and management of trusts tailored to your specific needs.
Lasting Powers of Attorney
Ensure that your affairs are in capable hands by appointing an Attorney by way of a lasting power of attorney. We assist in creating these vital documents, granting trusted individuals the authority to make decisions on your behalf if needed.
Court of Protection Applications
In situations where mental capacity is a concern, our team assists with Court of Protection applications, providing compassionate and professional support to safeguard the interests of vulnerable individuals.
Estate Planning in Relation to Lump Sum Pension Death Benefits and Life Policies
Optimise your estate planning by considering the implications of lump sum pension death benefits and life policies. Our experts offer strategic advice to maximise the benefits of your assets for your loved ones.
Contentious Trusts and Probate
In the unfortunate event of disputes, our team is experienced in handling contentious trusts and probate matters, working diligently to achieve fair resolutions.
Your Tailored Trusts and Estates Solution
With a transparent, proactive, and efficient approach, we take the time to understand your individual circumstances and pride ourselves on outstanding levels of service. Our team intends to dispense advice that aligns with your needs and secures the future of your estate.
Contact Us Today
Ready to discuss your unique requirements? Contact Heather Lally, our dedicated Trusts and Estates specialist, on 01244 354822 or via email at heather.lally@dtmlegal.com. With offices in Chester and Liverpool, we are conveniently located to provide in-person advice across the North West.
DTM Legal – Your Trusted Partner in Trusts and Estates.
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Heather Lally (TEP)
Partner
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Richard Thomas
Head of Business Recovery
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Stephen Mackellar
Solicitor
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Faye Kelshaw
Associate
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Rachel Talbot
Solicitor
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Laura Moore
Trainee Solicitor
