Wills, Trusts & Estates · Professional Referrers

Information for accountants, IFAs, and financial planners

Professional Referral Partner

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.

SRA Regulated

STEP Member — Darren Steele

Prompt Response to Referrals

Client Relationship Protected

Speak to Darren Steele Make a Referral Enquiry

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.

Business owners

Landlords & investors

Farming families

High earners

Blended families

Recent inheritors

Clients with overseas assets

Clients with disabled beneficiaries

The team you will be working with

Darren Steele

Senior Private Client Executive · STEP Member

Professional Referrals

Darren 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 Solicitor

Laura 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 Enquiries

David 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 Administration

Nikolina supports referred clients through wills, trusts, and estate administration — providing the thorough, detail-oriented service that complex estates require.