Private Wealth.

Partner in private wealth department in Milton Keynes and Northampton, specialising in trusts, tax planning, wills, probates and powers of attorney. Carolyn advises individuals (including business owners) and trustees. She has extensive experience of: tax planning (particularly using trusts and wills); trust creation and management; probate and intestacy administration (including business property, foreign assets and heritage property); mitigating tax (including through successful non-domicile claims and equitable/constructive trust claims); deeds of variation of wills; and powers of attorney. She has also dealt with protection issues, including applications for statutory wills and gifts/variations to be made on behalf of incapacitated clients. She has presented seminars on inheritance tax and wills, held live BBC radio phone-ins and answered questions for both local and national newspapers. Her client experience covers a broad range from plc company directors, a leading firm of wealth managers, other solicitors, non-domiciled and non-residents, to the ubiquitous grandmother. Publication of note: STEP Journal, August 2011. Carolyn also works from the firm’s Northampton office.

Kettering High School for Girls; Worcester College, Oxford University (Jurisprudence), 1983 MA (Hons); Guildford College of Law (1983 Solicitors Finals); University of Northampton (2010 PGCM).