Daniel Lumb

Director @Stonegate Legal

Leeds, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2014 — Present

Director @Stonegate Legal

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Leeds, GB

Stonegate Legal is a specialist private client solicitor firm, providing a wide range of legal services for the individual. Based in modern, accessible offices at Thorpe Park, Leeds we act for a wide range of clients across the Yorkshire/Lincolnshire region and beyond. Stonegate Legal is dedicated to the protection of our clients\' family wealth and our services are built around that objective. In addition to the usual private client offerings such as wills, probate and trusts we specialise in court of protection proceedings. Stonegate director, Daniel Lumb, is well known for his legal expertise in this area and is a member of the Public Guardian\'s Professional Panel of Deputies.As your solicitor we can provide you with confidential, personal advice you can rely upon and we look forward to hearing from you.

EDUCATION

1997 — 2000

University of Leicester

LLB, Law

2001 — 2002

The College of Law, York

LPC

SKILLS

Mental Capacity ActCare FeesPreparation of WillsInheritance Tax PlanningLasting Powers of AttorneyHome CareFiduciary ServicesCare HomesEnduring Powers of AttorneyCourt of ProtectionTrust ServicesCourt of Protection ApplicationsExecutorEstate PlanningEstate AdministrationAttorneysTrusteeIhtPowers of AttorneyWillsTrusts

ABOUT DANIEL LUMB

As a Director of Stonegate Legal I advise clients on a wide range of legal matters. I advise individuals on tax planning through the use of trusts and wills. My usual clients are the owners and directors of local SMEs and landed estates within Yorkshire, Lincolnshire and Derbyshire. I present lectures and provide training seminars on a range of private client subjects, including Court of Protection work, both locally and in London.I act as a professional trustee for the trust funds established by my clients and I advise both professional and lay trustees on their duties and responsibilities under the Trustee Act.In working for my clients and their families I have been appointed to act as attorney and deputy to manage the affairs of those who are no longer able to do so. This is an area of work which I particularly enjoy due to the sensitive and often complex issues involved. I am a longstanding member of the panel of professional deputies for the Court of Protection. The panel is a small group of approved professionals who can be called upon to act as deputies in difficult or complex cases.Specialties: Wills, Trust, Probate, Court of Protection, Estate planning, Inheritance Tax, Care fees, Tax planning, Deputy, Attorney, Intestacy, Trustee, LPA, Power of Attorney, Care Fee Recovery

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Daniel Lumb — Director at Stonegate Legal in Leeds, GB | Unifers