DTM Legal’s Trusts and Estates team offer specialist inheritance tax and succession planning advice for business owners, trustees, landowners and farmers.
The team is firmly focused on providing specialist, commercial, sensitive and bespoke advice.
Our areas of expertise include:
- Wills and Probate
- Inheritance Tax, Capital Gains Tax and Succession Planning
- Lasting Powers of Attorney
- Court of Protection Applications
- Farming Partnerships
- Estate Planning in Relation to Lump Sum Pension Death Benefits and Life Policies
- Contentious Trusts and Probate
With a transparent, proactive and efficient approach, we take the time to understand your individual circumstances and provide advice that is tailored to your needs.
Contact Heather Lally to discuss your requirements on 01244 354822 or e-mail email@example.com
Heather Lally (TEP)
Head of Business Recovery
What our clients say
“‘The Private client team collectively work really well and compliment each other brilliantly.’ ”
“The clearly have the ethos of simply getting on with the job in hand as efficiently and openly as possible. Personal tax, trusts and probate can be a very overwhelming and complex area but DTM Private clients takes all that away from the client with a reassurance that is sadly lacking from the so called “bigger” firms.”
“‘The team always provides sensible and well thought through solutions to family issues.’ ”