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Womble Bond Dickinson (UK) LLP

ONE TRINITY, BROAD CHARE, NEWCASTLE UPON TYNE, NE1 2HF, ENGLAND
Tel:
Work 0345 415 0000
Fax:
Fax 0344 984 1501
DX:
727902 NEWCASTLE UPON TYNE
Email:
Web:
www.womblebonddickinson.com

David Dale

Tel:
Work 0191 279 9756
Email:
Web:
www.womblebonddickinson.com
Womble Bond Dickinson (UK) LLP

Work Department

Private wealth: investments and pensions.

Position

David is head of Private Wealth, and a member of the firm's board. He has over 20 years' experience at major national and international firms. David has built up a specialist knowledge in all areas that would affect an individual, his or her family and their business. As wealthy individuals' affairs become more complex, it is more and more rare to identify specialists who are familiar with both legal, taxation and investment matters. These rare qualities therefore, are ideal for leading the department and bringing the best out of each particular discipline to the clients' benefit. David is also accustomed to dealing with significantly wealthy individuals and their families. His work often involves working with wealthy individuals, business owners, lottery winners and beneficiaries of significant estates. His team of over 80 provides a wide range of services to private clients and charities, across the country.

Career

David worked for accountancy firm, Arthur Anderson, as Head of Private Client before commencing employment with Dickinson Dees in 1999; partner, Dickinson Dees; partner, Bond Dickinson on merger 2013; partner, Womble Bond Dickinson (UK) LLP on combination 2017.

Member

BSC, Institute of Actuaries (I and II), Dips PFS,


North: Private client

Personal tax, trusts and probate

Within: Personal tax, trusts and probate

Womble Bond Dickinson (UK) LLP’s team acts for families and high-net-worth individuals on a wide range of succession and estate planning matters, including capital gains and inheritance tax issues, the establishment and reorganisation of private and charitable trusts, investment restructuring and trading structures as well as the administration of high-value probates, inheritance tax relief claims and trustee work. Helen Tavroges, who jointly heads the team with David Dale, is frequently called upon by high-net-worth individuals and has particular expertise in matters affecting the elderly. George Lyall and legal director Deborah Jude are other key members of the team, as is managing associate Emily Pike.

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