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Tilly Bailey & Irvine

CASTLE HOUSE, 11-13 BRIDGE ROAD, STOCKTON-ON-TEES, TS18, ENGLAND
Tel:
Work 01642 673797
Fax:
Fax 0333 444 4420
DX:
60601 STOCKTON-ON-TEES
Email:
Web:
www.tbilaw.co.uk
Barnard Castle, Hartlepool, Stockton on Tees, Wynyard

Nicola Dalzell

Tel:
Work 01642 356407
Email:
Tilly Bailey & Irvine

Work Department

Private client/wills and probate

Position

Partner

Career

I am a specialist private client solicitor with over 13 years’ experience, advising individuals and business owners on all private client matters, including wills, administration of estates (including complex estates), trusts, protection of assets, care, inheritance tax planning, asset protection, mental capacity, powers of attorney for private and business affairs, and elderly client matters.

My most recent highlight is my involvement in ensuring that half a million pounds (which was half of a deceased’s total estate) passed to a worthwhile charity. Unfortunately, the deceased’s home made Will did not do “what it said on the tin”. My advice, research and attention to detail played a huge part in securing the legacy for the charity (and not distributed on intestacy) – I have no doubt that each and every one of us will benefit in some way from the deceased’s generous gift, which very nearly failed.

I’m proud to have played a part in making sure it passed where intended.

Partner, Tilly Bailey & Irvine from April 1st 2016
Associate Solicitor, Tilly Bailey & Irvine, 2012 to 2016
Associate Solicitor, Archers Law LLP, 2005 to 2011

Languages

English

Member

Solicitors for the Elderly

Education

Solicitors Regulation Authority Management Course (stages 1 and 2) - 2014
Professional Skills Course - Northumbria University - 2011
Legal Practice Course - College of Law -2009 – 2011
Further SRA Core Law CILEx Level 6 Law qualifications to 2007 – 2009
Chartered Institute of Legal Executives (Level 6 Law and Legal Practice) 2004 -2007


North: Private client

Personal tax, trusts and probate

Within: Personal tax, trusts and probate

Tilly Bailey & Irvine handles a wide range of probate and trusts-related mandates and specialises in wills, the administration of estates, inheritance tax planning and Court of Protection work. Nicola Dalzell heads the wills, probate, trusts and tax department team and advises individuals and business owners on the full spectrum of private client work, while managing partner and head of private client services Carolyn Tilly is frequently involved in elderly client matters and the creation of trusts. Martin Brown, who handles various contentious and non-contentious matters, and Helen Dexter  are also key individuals; Dexter is particularly experienced in high-net-worth estate administration.

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