Harrison Clark Rickerbys
Lawyers
Carolyn Bagley
- Phone01908 247015
- Email[email protected]
Work Department
Private Wealth.
Position
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.
Career
Trained Shoosmiths; qualified 1985; Shoosmiths 1983-2009, partner 1993; past president Northamptonshire Law Society; past president Northamptonshire Junior Chamber; former honorary adviser to Regional Red Cross; partner Hewitsons 2011.
Languages
Some French.
Memberships
STEP; Law Society Private Client Section.
Education
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).
Leisure
Currently: tennis (very low down in the doubles league!), Virtual Book Club. Past: Latin American and ballroom dancing, four-person team debating, gardening. Committee member local Oxford Alumni.