Mr Eamonn Daly

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Olympus Avenue,
Leamington Spa,
CV34 6BF
United Kingdom

Telephone: +44 (0)1926 883077
Practice Areas: Contentious trusts and estates, Estate planning/administration, Family business, Rural family, business and agriculture, Tax, Trust planning/administration, Wills and probate, Succession planning
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Tax Advisor
STEP Qualifications:
STEP Advanced Certificate in Family Business Advising, STEP Advanced Certificate in Will Preparation
Wright Hassall LLP
STEP Birmingham
Birmingham Branch Committee
Special Interest Groups:
Business Families | Digital Assets

A Chartered Tax Adviser providing individuals and families with tax, estate planning and trust advice to help them achieve the results that they want and overcome complicated issues through pragmatic, tailored solutions.

Recommended for tax and estate planning advice in Legal 500 independent guide to the legal profession.

- Estate planning
- Inheritance tax planning
- Wills and lasting powers of attorney
- Capital gains tax planning
- Tax efficient business structuring
- Pre and post disposal planning
- Creation, administration and distribution of trusts
- Tax compliance
- Estate administration
- Business planning
- Strategic and operational marketing
- Staff management and supervision

Professional qualifications include:
- Chartered Institute of Taxation associateship examinations
- STEP Advanced Certificate in Will Preparation (distinction)
- STEP Advanced Certificate in Family Business Advising (distinction)
- Association of Taxation Technicians membership examinations
- STEP Diploma in Trust & Estate Practice

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