David Birchall Head of Private Wealth

I have over 22 years’ experience as a solicitor and specialise in helping clients to protect their estate wealth for their families and business associates using a variety of methods including trusts and wills. I also advise on inheritance tax planning, helping clients to make the most use of the tax relief available and on the use of Lasting Power of Attorney and the Court of Protection on issues relating to mental capacity.

I have been a partner at a number of law firms having founded two private client teams in national law firms. I have also owned and operated my own specialist private client law firm and am a full Society of Trusts and Estates Practitioners (STEP) member and ex-chairman of Birmingham STEP.

I act for business owners, directors, families and employees. Every client is different, but they do have one thing in common; the need for sound and straightforward advice relating to the protection of asset wealth built up through years of hard work.

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Typical areas I deal with are:

  • Protection of estate wealth for families, business owners, directors and employees
  • Inheritance tax planning (making most use of the tax relief available)
  • Preparation of wills
  • Trusts
  • Lasting Powers of Attorney
  • Court of Protection applications

What others say about me:

“David is a trusted advisor and explains complex areas of law in a straightforward, easy to understand way.”

“David is very straightforward thinking when it comes to advising on private client law.”

Professional:

  • Full member of Society of Trusts and Estates Practitioners

 

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