England - North West • Private client
DTM Legal LLP
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DTM Legal LLP has a strong reputation in the Cheshire and Liverpool market for providing expert advice on high value tax and trust matters. The team has a detailed understanding of alternative investment structures such as Family Investment Companies, the restructuring of trusts, and also tax exposure and the eligibility for agricultural and business relief. Richard Thomas oversees the department and focuses on issues regarding Inheritance Act claims, disputed wills and capacity and under influence concerns, while Heather Lally advises business owners, farmers and high net-worth families, routinely holding assets in multiple jurisdictions, on will drafting and succession planning. Stephen Mackellar is also highly active in the practice, particularly on trust creation and administration matters.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘The organisation has real strength and depth across all departments. The ability to utilise these disciplines in the advice process provides a quality rounded outcome.
‘Heather Lally is incredibly knowledgeable and happy to share ideas. Having dealt with various legal firms over the years, the precision of the advice and desire to get a positive outcome is stand-out.’
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