01202 525333
Make An Enquiry
Cariad Medway-Smith
Contact Details
Location
Canford Cliffs
Phone
Email

Cariad Medway-Smith

Private Client Executive
Specialist Sectors , Wills, Trusts & Probate

My Approach

I aim to provide clear, concise legal advice to my clients and guide them through difficult issues and times. Listening to clients and understanding their needs is a key element, as is explaining the law in a jargon free way. I pride myself on dealing with my bereaved clients in a sensitive and professional manner.

Areas of Expertise and Experience

I have 8 years of experience including the following areas of work:-

  • Probate applications
  • Estate administration of all types of estates
  • Wills: for individuals, married or unmarried partners, clients with children from previous relationships, business owners, care fee planning Wills.
  • Inheritance tax advice
  • Charity law
  • Estate planning including deeds of variation
  • Lifetime trusts
  • Declarations of trust over property
  • Deeds to vary trusts
  • Trusts for disabled beneficiaries
  • Lasting Powers of Attorney (LPAs), including commercial LPAs
  • Registering Enduring Powers of Attorney (EPAs)
  • General Powers of Attorney

Recent Work Includes

  • Full estate administration service for estates with business and foreign assets
  • Grant of Probate only applications
  • Dealing with intestacies (estates without a Will)
  • Preparing Wills to provide for vulnerable or disabled beneficiaries
  • Preparing Wills for business owners which include trusts to make best use of inheritance tax allowances and reliefs
  • Preparing Wills for spouses structured to make best use of inheritance tax allowances where one spouse has been previously widowed.
  • Preparing Wills for clients who live outside the UK and considering domicile
  • Registering charities, advising on charity structures, merging/winding up charities
  • Preparing LPAs for clients with complex circumstances/mental capacity issues
  • Advising clients on lifetime gifting strategies to make best use of inheritance tax allowances and reliefs
  • Advising on care home fees
  • Advising clients who do not wish their children to benefit in their Wills.
  • Advising on business property relief from inheritance tax
  • Advising clients with assets outside the UK

Professional Associations and Qualifications

  • Recommended Lawyer by The Legal 500 (UK 2019) being described as ‘extremely courteous’.
  • Affiliate member of STEP (Society of Trust & Estate Practitioners)
  • Postgraduate Diploma in Legal Practice, Bournemouth University (Distinction)
  • Graduate Diploma in Law, BPP University London
  • BA Joint Hons French & Spanish, Bristol University
  • STEP Advanced Certificate in Will Preparation
  • Member of the Charity Law Association
Back to Experts
Reviews
“We recently made new Wills with Cariad Medway-Smith.  We were given expert guidance with regard to our new Wills and the whole process only took a short amount of time” Mrs S Ludlow