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Trusts, Tax & Succession

Every day we change the lives of our Trust, Tax & Succession clients by helping them to set up and administer trusts and create tax efficient plans for their estate, family and businesses.

How we can help

Trusts

Trust law is seen as a complex area even among lawyers. Our team includes experienced specialists who can advise on the creation, reorganisation and winding up of trusts. We also deal with all aspects of trust administration including advising trustees, the preparation of trust accounts and tax returns, distributions from trusts and the drafting of documents required on the appointment or retirement of trustees.

Succession Planning

We are committed to giving tailored advice based on an in-depth understanding of your specific needs and long-term goals. Our Solicitors can advise on the mitigation of capital gains tax and inheritance tax during your lifetime through estate planning.

Personal Injury Trusts

A Personal Injury Trust can help to prevent compensation for personal injury being considered when working out whether a person is entitled to means-tested benefits, either now or in the future.

The Government recognises it is unfair for someone to lose their benefits just because they receive compensation for a personal injury. Under current rules, the law therefore allows a person to receive compensation and keep their benefits by creating a Personal Injury Trust.

We can advise on all aspects of Personal Injury Trusts, including:

  • Whether a Personal Injury Trust is right for you
  • Who you should name as your trustees
  • How the funds in the Personal Injury Trust should be managed
  • How to deal with the DWP and/or your local authority
  • Taxation and Accounts
  • Appointing and retiring trustees

Farming Families & Landowners

Cullimore Dutton has a long history of helping local farming families and landowners to plan for the future. We can prepare Wills helping to pass assets to the next generation tax efficiently and advise on the requirements for Agricultural Property Relief and Business Property Relief. We can also assist families with issues such as retaining a viable farm business for one family member whilst still providing for others.

Speak to our experts

For a FREE initial consultation with our expert Wills & Probate team, simply complete the form on this page, call 01244 356 789 or email info@cullimoredutton.co.uk.

Why choose us? Because we are:

Experienced

Our team has more than 70 years’ experience of helping, supporting, and advising clients on their Wills, LPAs, Trusts, Tax and Estates.

Specialists

Our team are all specialists in this area of law and are either qualified members or working towards membership of STEP (Society of Trust and Estate Practitioners).

Understanding

We understand the importance of delivering a considerate and approachable service when dealing with sensitive matters at what can often be a difficult time.

Who will work on your matter?

A fully qualified lawyer. Your matter will either be handled or supervised by a solicitor with at least 10 years’ experience in this area of work.

Some areas of work may be supported by our Paralegal team.

Administrative duties will be undertaken by our support staff.

As Head of Department, Adele Bebbington-Plant has overall responsibility for the supervision of all work carried out by her team.

Our Wills & Probate Department

Kainat Jones

Kainat Jones

Solicitor
Wills & Probate Team
Qualified 2021
Contact

Hello, I qualified as a Solicitor in 2021 and worked in a North Wales solicitors practice for a year before joining Cullimore Dutton in January 2022.

Originally from North Wales, I graduated from Bangor University with a Law degree before completing my Legal Practice Course (LPC) alongside a Master of Law from the University of Law, Chester.

I am delighted to be a member in our Wills & Probate Team and take pride in supporting our clients through a verity of private client work, including administering estates, drafting wills and Lasting Powers of Attorney.

Outside of work, I enjoy baking, up-cycling furniture and spending time with my family, I am also a fluent Welsh-speaker.

Sarah Gill

Sarah Gill

Senior Paralegal
Wills & Probate Team
Qualified 2015 (Paralegal Practice Qualification in Wills, Probate and Administration)
Additional Qualifications: Dementia Friends training (2018)
Contact

Hello, I joined Cullimore Dutton’s Wills & Probate Team in January 2017 as a paralegal having worked in the Wrexham and Chester offices of Slater and Gordon (formerly Walker Smith Way) for the previous 10 years. In 2015 I completed a Specialist Paralegal Qualification in Wills, Probate and Administration in 2015 through the University of Strathclyde. 

I specialise in wills, powers of attorney and estate administration while supporting the team with a variety of trust work. 

Outside of work, I enjoy growing my own fruit and vegetables and lots of baking! 

Sarah Cheers

Sarah Cheers

Paralegal
Wills & Probate Team
Qualified 2015 (Paralegal Practice Qualification in Wills, Probate and Administration)
Contact

Hello. I joined the Wills & Probate Team in April 2020 as a Paralegal. 

I have worked in Wills & Probate for over nine years, initially as a Legal Secretary. I later completed a specialist paralegal qualification – Paralegal Practice Qualification in Wills, Probate and Administration of Estates in 2015 through the University of Strathclyde. 

I assist the team with wills, powers of attorney, and the administration of estates. 

Outside of work, I enjoy spending time with my family and friends, walking my dog and love going on holidays! 

Phil Appleby

Philip Appleby

Director and Associate Solicitor TEP
Wills & Probate Team
Qualified 2009
Additional Qualifications: Full member of STEP (Qualified 2013), Dementia Friends training (2018)
Contact

Hello, I qualified as a Solicitor in 2009, working in Manchester for several years before relocating to Chester. 

Prior to joining Cullimore Dutton I was Team Leader for Wills, Trusts, Tax and Probate at Slater and Gordon’s, (formerly Walker Smith Way’s) Chester, Wrexham and Preston Offices. I am an now a Director working within the company’s Wills & Probate Team and specialise in all aspects of private client work, with a particular focus on administering estates and trusts. 

I am a full member of the Society of Trust and Estate Practitioners (STEP). 

Anna Unett

Anna Unett

Associate Solicitor TEP
Wills & Probate Team
Qualified 1996
Additional Qualifications: Full member of STEP (Qualified 2004), Dementia Friends training (2018)
Contact

Hello, I qualified as a Solicitor in 1996 and joined Cullimore Dutton in 2013. I have always specialised in trusts and tax, wills, estate administration and succession planning. With a first-class law degree from Cambridge University, I trained and practised in London before returning to practise in Chester at Walker Smith Way.  

I have a huge range of practical experience in the private client field and couple a strong technical ability with a pragmatic approach to advice. I have particular expertise in: 

  • The creation of wills 
  • Trusts and inheritance tax planning 
  • Complex estates and where there is a foreign element 
  • Powers of Attorney. 

I am a full member of the Society of Trusts and Estates Practitioners (STEP). 

Alex Boden

Alex Boden

Solicitor TEP
Wills & Probate Team
Qualified 2018
Additional Qualifications: Full member of STEP (Qualified 2021), Dementia Friends training (2019)
Contact

 Hello, I qualified as a Solicitor in 2018 and worked in a Manchester-based solicitors for three years before joining Cullimore Dutton in May 2021. 

 I graduated from the University of Law Chester with a first-class law degree and obtained a distinction on the Legal Practice Course (LPC). I am a full member of the Society of Trust and Estate Practitioners (STEP) having qualified with distinction in 2021. 

 I specialise in all aspects of Private Client work including the creation of wills and lasting powers of attorney, care home fee planning, estate and trust administration. With a caring manner, I take pride in providing clients with straightforward, practical advice. 

 Outside of work, I enjoy travelling, cooking, yoga and watching the rugby.  

Jesca Knott

Jesca Knott

Trainee Solicitor
Wills & Probate Team
Contact

Hello. I joined the Family Law team in May 2020 as a Paralegal after graduating from the University of Manchester with a Law degree and subsequently gaining a Distinction in the Legal Practice Course as well as a Masters in Professional Practice. 

Having previously worked in a large legal practice in Manchester I relocated to Chester to join Cullimore Dutton. I enjoy working closely as part of a team and I am passionate about working with clients to achieve the best outcome. I look forward to improving my knowledge and skills in this area of law. In 2021 I was delighted to be offered a training contract and to take on the role of Trainee Solicitor and as part of my training moved to our Wills & Probate team in April 2022. 

Outside of work, I enjoy cooking, going to the gym and socialising with friends and family. I am also enjoying getting to know the lovely City of Chester and all it has to offer. 

Adele Bebbington Plant

Adele Bebbington-Plant

Solicitor | Director | Head of Wills & Probate
Wills & Probate Team
Qualified 2007
Additional Qualifications: Dementia Friends training (2018)
Contact

Hello, I joined the firm as a Trainee Solicitor in 2005, after gaining a distinction in the Legal Practice Course at Chester College of Law. On qualification, I became a member of our well-respected Wills & Probate Team.

In 2020 I was appointed as Head of Department and in February 2021 I was delighted to take on the role of Director joining our senior management team. As Head of Department, I have overall responsibility for the supervision of all work carried out by my team.

I advise on all aspects of private client work, including wills, inheritance tax planning, planning for care home fees, asset protection, probate and estate administration. I also deal with Court of protection work. This includes making Deputyship applications and advising on the preparation, registration and use of Lasting Powers of Attorney and Enduring Powers of Attorney.

I also advice clients on trust creation and administration including the administration of charitable trusts.

Outside work, I enjoy life with my husband and three children. My interests are music and travel.

Can I also thank you for your help and support, especially in the early days after Dads death, when it was a difficult time for me.

Cullimore Dutton Wills & Probate client

I have been meaning to write to you about the excellent and professional assistance my sons and I received from your associate Philip Appleby throughout the process of diligently resolving the estate on our behalf. I cannot praise him enough and he does great service for your company.

Cullimore Dutton Wills & Probate client