Wills, Trusts & Estates · Professional Referrers
Information for accountants, IFAs, and financial planners
Referring Clients for Wills & Estate Planning
If you are an accountant, IFA, or financial planner with clients who need specialist wills and estate planning advice, we would welcome the opportunity to work with you.
We provide specialist private client legal services — wills, trusts, inheritance tax planning, LPAs, and estate administration — to clients referred by professional advisers. We understand that your client relationship matters, and we work to protect it. Chester-based, acting across Cheshire, North Wales and England and Wales.
All referrals handled promptly and professionally. Your client relationship is protected.
Why refer to PDA Law?
STEP-qualified expertise
Darren Steele has been a STEP member since 2011 — bringing specialist knowledge of wills, trusts, and inheritance tax planning that complements your financial advice.
Prompt, professional service
We respond to referrals promptly and keep you informed of progress. Your client will receive the same standard of service they expect from you.
Your client relationship protected
We work alongside you — not instead of you. We do not cross-sell financial products or services, and we keep you informed throughout.
SRA regulated
We are regulated by the Solicitors Regulation Authority. Your clients are protected by the same professional standards and indemnity insurance that apply to all SRA-regulated firms.
Services we provide to referred clients
Wills
Simple and complex wills, mirror wills, and wills for blended families.
Inheritance Tax Planning
IHT mitigation, lifetime gifting, nil rate band planning, and trust structures.
Trusts
Discretionary, life interest, disabled persons, and testamentary trusts.
Lasting Powers of Attorney
Property and financial affairs, and health and welfare LPAs.
Estate Administration
Probate, full estate administration, and executor support.
Deed of Variation
Redirecting inheritances within two years of death.
Business Succession Planning
Business Property Relief, shareholder wills, and succession planning.
Care Fee Planning
Protecting assets from care home costs and means testing.
Clients we work best with
We are particularly well-placed to advise clients with complex estates — where the value of professional legal advice is greatest and the risk of doing nothing is highest.
The team you will be working with
Darren Steele
Senior Private Client Executive · STEP Member
Professional ReferralsDarren is the primary contact for professional referrers. He has worked in the legal sector since 1998 and has been a STEP member since 2011. He understands the needs of accountants and IFAs referring complex estate planning clients — and provides the prompt, professional service that protects your client relationship.
Laura Kirton
Wills & Probate Solicitor · 10 Years Qualified
Private Client SolicitorLaura is a qualified solicitor with ten years' post-qualification experience. She leads the delivery of legal advice to referred clients — ensuring they receive the same high standard of service that your own clients expect from you.
David Stahler
Wills, Trusts & Estates Executive
Client EnquiriesDavid is our first point of contact for referred clients. He ensures every referral is handled promptly and professionally — and keeps you informed of progress throughout.
Nikolina Vukovic
Legal Executive — Wills, Trusts & Estates
Wills & Estate AdministrationNikolina supports referred clients through wills, trusts, and estate administration — providing the thorough, detail-oriented service that complex estates require.
Services for your clients
Inheritance Tax Planning
IHT mitigation strategies for high-value estates.
Business Owners
Business Property Relief and succession planning.
Landlords & Investors
Estate planning for property portfolio clients.
High Earners
Pension IHT planning and retirement estate planning.
Inheritance Tax Calculator
Estimate a client's inheritance tax exposure in under two minutes.
Case Studies
Anonymised examples of tax savings achieved for clients.
Related: Probate
Probate Solicitors
Grant of probate, estate administration and executor support.
Applying for Probate
How to apply for a grant of probate — step by step.
Full Estate Administration
We manage the entire process from asset valuation to final distribution.
Executor Advice
Practical guidance for executors — duties, liability and family disputes.
Do I Need Probate?
When probate is required and when it is not.
Probate Fees
Transparent pricing for probate and estate administration.
Related: Lasting Power of Attorney
Lasting Power of Attorney
Appoint someone you trust to manage your affairs if you lose capacity.
Types of LPA
Property & Financial Affairs vs Health & Welfare — which do you need?
Making an LPA
Step-by-step guide to making a lasting power of attorney.
LPA Costs
Solicitor fees, OPG registration fees and what affects the total cost.
Registering an LPA
How to register an LPA with the Office of the Public Guardian.
Court of Protection
If a loved one has lost capacity without an LPA, a Court of Protection order may be needed.
Let's work together.
Speak to Darren Steele about a referral relationship. We protect your client relationship and provide the specialist legal advice your clients need.
No obligation — talk through your options first. Chester, Cheshire & North Wales.
Make a referral enquiry
Tell us about your client and we will explain how we can help — all enquiries handled promptly and in confidence.