Head of Wills, Probate & Asset Protection
Carl specialises in wills, probate and tax planning. He is a full member of STEP, the professional body that represent and train professionals in this complicated area of law. Carl passed several challenging exams to gain his TEP status, and is technically skilled at providing advice on wills, probate and tax planning matters.
Carl has a particular interest in protecting the assets and welfare of elderly clients and regularly advises on how to protect against care home fees. His expertise in the subject means that he can offer solutions other solicitors can’t. He is also able to advise on and set up powers of attorney to help protect the money and health of vulnerable people.
He is a champion of no-nonsense advice, particularly when it comes to inheritance tax planning. Carl likes to get to know the client’s circumstances in detail before writing a report in plain English that clients will be able to understand easily and refer to for years to come. He also keeps his clients updated regularly on any changes in the law by means of a free newsletter. Carl is always happy to offer a few words of free advice.
Carl’s broad range of experience in wills and trusts included a secondment working with HSBC trust company, where he learned the finer points of managing trusts and dealing with the many issues that can arise as part of the probate procedure.