Dale is a Partner in our Private Client team.  He has over 25 years of experience covering wills, tax planning, executries and trusts.  

For clients planning their wills and succession matters, he gives practical advice and is adept at explaining what can be quite tricky issues in an easier-to-understand manner.  

His experience in executry and trust administration including many estates with a foreign element, and those with complex tax issues to be addressed, enables him to give tailored advice, anticipating and avoiding potential pitfalls which could otherwise arise.

His expertise in taxes, particularly inheritance tax, ensures estates are dealt with in the most tax efficient manner.  

Dale is also qualified as a solicitor in England and Wales and can advise clients with cross-border issues.