01244 356789
Contact Us
Speak to our experts

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.

Speak to our experts

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.

Speak to our experts

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.

Speak to our experts

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

Speak to our experts

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

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

Our Wills & Probate Department

Georgina Roberts

Solicitor
Wills & Probate Team
Qualified 2013
Additional Qualifications: Full member of Solicitors for the Elderly
Contact
/ , , / /by

Hello. I joined Cullimore Dutton in September 2023 where I am part of the Wills, Trusts, and Estates team.

I grew up in West Kirby on the Wirral and completed my Law Degree and Legal Practice Course at the University of Sheffield.

I was really excited to join Cullimore Dutton and I’m enjoying getting to know the rest of the team and the clients – everyone has been so welcoming so far.

Private Client is an interesting area of the law and I really enjoy helping people at what can sometimes be a difficult and stressful time of their lives. I’m also a full member of Solicitors for the Elderly, which means I’m trained to work with older and more vulnerable clients.

Outside of work, I love eating out with my husband and I try to go running three times a week in order to counter this!  I also enjoy spending time with friends and my two cats.

I specialise in all aspects of Private Client work and have expertise in:

  • The creation of Wills
  • Trusts and inheritance tax planning
  • Powers of Attorney
  • Administration of Estates
  • Court of Protection work
Louise Holmes​, Cullimore Dutton Wills, Trusts & Estates

Louise Holmes​

Solicitor | Legal Director | Head of Wills & Probate
Wills & Probate Team
Qualified 2011
Additional Qualifications: Full member of Society of Trust and Estate Practitioners (Qualified 2017), Member of Solicitors for the Elderly (Qualified 2019)
Contact
/ , / /by

Hello, I joined Cullimore Dutton Solicitors in June 2022 as an Legal Director and a Solicitor in the Wills & Probate Department. I was delighted to take on the role of Head of Wills & Probate in July 2023

I qualified as a Solicitor in 2011 and have over 10 years of experience working in wills, trusts, probate and the administration of estates.

I am a fully qualified member of the Society of Trust and Estate Practitioners (STEP) which ensures that I have the skills and expertise to deal with complex trust and estate matters and provide highly specialised advice in these areas. I am also a fully accredited member of Solicitors for the Elderly (SFE).

I specialise in all aspects of Private Client work and have expertise in:

  • The creation of Wills
  • Trusts and inheritance tax planning
  • Powers of Attorney
  • Administration of estates

Outside of work my 3 children keep me busy!

Kainat Jones

Kainat Jones

Solicitor
Wills & Probate Team
Qualified 2021
Contact
/ , / /by

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 variety 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
/ , / /by

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 through the University of Strathclyde. 

I specialise in wills, powers of attorney, estate administration, registration of enduring powers of attorney and assisting professional attorneys.

Outside of work, I enjoy growing my own fruit and vegetables, baking and trail running.

Phil Appleby

Philip Appleby

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

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 Legal 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). 

Adele Bebbington Plant

Adele Bebbington-Plant

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

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 advise 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

 
12