David Whitworth

Partner and Head of Wills, Trusts & Probate

t. 01225 369002

e.

About David

David has 24 years of experience. He trained in the City with Alsop Wilkinson (now DLA) subsequently with boutique tax practice Wiggin and Co and leading national private client firm, Charles Russell. David joined Mowbray Woodwards in 2007 and specialises in complex Wills, inheritance tax planning and the establishment and running of trusts. 

David and his team are recognised in The Legal 500, one of the UK's leading guides to law. They said:

Bath-based boutique firm Mowbray Woodwards Solicitors provides ‘professional and timely communication’. Department head David Whitworth has qualities which ‘enable him to get inside problems’- he ‘teases out solutions’, and ‘develops arrangements which draw on an exceptional knowledge of the law coupled with practical ways to make things work’.

David is also recognised as a Leading Individual by Chambers & Partners in their 2018 High Net Worth edition, which features leading private wealth management lawyers and law firms. They said: “he has detailed knowledge, offers personal, friendly service and I have no hesitation in recommending him.”  Legal 500 agreed, “David goes above and beyond on a consistent basis.”

David is a fully accredited member of STEP 

 

DLW C&P 2018 Logo        

 

Interests

David's interests include gardening, keeping chickens, tennis, cricket and spending time with his family. 

Areas of Expertise

  • Wills and Estate Planning
  • Death Without a Will
  • Property Abroad and Foreign Assets
  • Providing for a Vulnerable Beneficiary
  • Inheritance Tax
  • Inheritance Transfers
  • Inheritance Disputes
  • Business and Agricultural Property Reliefs
  • Mental Capacity
  • Mental Incapacity and Wills
  • Living Wills / Advance Decisions
  • Powers of Attorney
  • Care Funding
  • Asset Protection
  • Estate Administration
  • Trusts
  • Personal Injury Trusts
  • Trustee Advice
  • Lifetime Tax Planning
  • Provisons for Children

"Tax and trusts seem complex and daunting. I enjoy using my expertise to demystify this area and find the best possible solution for each and every client."

David Whitworth