David Dale > Womble Bond Dickinson (UK) LLP > Newcastle upon Tyne, England > Lawyer Profile

Womble Bond Dickinson (UK) LLP
ONE TRINITY
BROAD CHARE
NEWCASTLE UPON TYNE
NE1 2HF
England
David Dale photo

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.

Memberships

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

Lawyer Rankings

North > Private client > Personal tax, trusts and probate

David Dale and Helen Tavroges lead the Womble Bond Dickinson (UK) LLP team. The range of expertise and strength in depth includes private wealth and capital tax planning specialist George Lyall; court of protection and inheritance tax expert Deborah Jude; and managing associate Emily Pike, who has particular experience in advising on succession planning for business owners and shareholders. Also notable are the ‘client focused and dynamic’ associates Fiona McLaughlin and Katie Gosling.