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"Dickinson Dees LLP - reporting its eleventh consecutive year of double-digit growth - is a class apart in the North East. The firm's offices in York and London have enabled it to attract some major new clients nationally as well as instructions on groundbreaking deals."

"While it is unquestionably the region's number one, it is taking significant steps to become a nationally recognised practice."

Legal 500 2008
David Dale

David Dale

Partner

Email: david.dale@dickinson-dees.com
Tel: (0191) 279 9756
Fax: (0191) 279 9100

One Trinity
Broad Chare
Newcastle upon Tyne
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Expertise

    David leads the Wealth Management (formerly Private Client) practice with over 20 years experience at major national and international firms. He is practised at combining 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. His favourite areas of work include advising owners of small to medium sized enterprises, entrepreneurs and senior directors of PLCs. His rare ability to understand issues that affect both individual and business is highly sought after.

 

Experience

David’s recent experience includes reorganising the complex personal legal affairs of a wealthy family. The work required consultation with property experts as well as trust and estate practitioners. Complex questions of offshore taxation were attended to whilst meeting the client’s objectives and mitigating capital and income taxes.

David is also experienced at reorganising the complex pensions affairs of entrepreneurs selling their business. Multiple legacy schemes had to be co-ordinated during the reorganisation. This included familiarity with complex defined benefit pension rules giving rise to the optimisation of tax free cash and immediate access to pension benefits. Additional arrangements were included in order to protect the client’s spouse and family whilst preserving the long term value of the pension scheme capital.

David is also accustomed to dealing with significantly wealthy individuals and their families. This leads him to be sought after by lottery winners and beneficiaries of significant estates.

 

Professional Memberships

  • Chartered Insurance Institute
  • Personal Finance Society

 

Related Services

 

Additional Information

David has a unique situation of leading a team of legal, taxation and investment professionals. This causes him to be much coveted amongst high net worth individuals. It is true that many businesses can deal with either legal, taxation or investment matters individually. Few other firms are able to have this co-ordinated by one individual whilst having all advice carried out by in-house experts.