Caroline is an exceptional innovative wills & trusts lawyer who will navigate through the most complex of estates to establish the most tax friendly and suitable solution to a client’s needs. She enjoys detailed inheritance tax calculations and tax mitigation advice and takes a meticulous approach to finding a legal solution. Combined with her personal nature, clients are well looked after knowing that she will consider their needs carefully to ensure no stone is left unturned in resolving a complicated situation be it regarding domicile, or property in various countries and jurisdictions.
Caroline has been STEP accredited since 2021 and continues to watch and adapt to our changing world having recently led our piece on digital assets where she advises on estates that contain assets such as crypto currency or bitcoin as well as advising executors of their rights and obligations when dealing with the digital platforms and assets of the deceased.
Services: Wills, Trusts, Probate, Court of Protection, Later Life Care
Hourly rate: £350p/h
There is definitely speculation about potential changes to IHT. We have not seen major change since 2017. But what could happen now?
This can be one of the easiest ways to save yourself some inheritance tax, and potentially avoid paying any at all – provided you seek the right advice and make proper arrangements.
Facing serious illness, and a potentially shortened life expectancy, can bring your priorities into focus. For many, providing for loved ones is high on that priority list, as is mitigating the amount of inheritance tax payable when passing on your assets to those you care about. But, without the luxury of time, tax planning opportunities are more limited.
We hope that you do not have cause to complain about us but we do take any complaints very seriously and urge you to speak to a partner initially and if you are not satisfied then to follow our Complaints Procedure.
When to report a solicitor to the SRA
If you have complained to your solicitor about breaching the SRA Code of Conduct and are not satisfied with their response, you can report them to the SRA. Examples of a breach include:
When to contact the Legal Ombudsman
If you have complained to your solicitor about poor service and you are not satisfied with their response, you can contact the Legal Ombudsman who deal with poor service, such as:
