Caroline advises individuals, families and trustees on protecting wealth and planning for the future. Her expertise spans estate planning, asset protection and capital tax mitigation, including inheritance tax and capital gains tax.
She provides clear, strategic advice on wills, lifetime gifting and succession planning, and guides clients through the creation, administration and restructuring of trusts and other tax-efficient structures.
A trusted long-term adviser, Caroline delivers pragmatic, bespoke solutions tailored to each client’s circumstances. She also has extensive experience advising on Powers of Attorney, guardianship, incapacity matters and charities.
• Full member of the Society of Trust and Estate Practitioners
• Notary Public
