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Cariad Medway-Smith
Contact Details
Location
Charminster
Phone
Email

Cariad Medway-Smith

Private Client Executive
Specialist Sectors , Wills, Trusts & Probate

My Approach

Whether I am drafting a Will or trust document or providing inheritance tax advice my aim is to deliver a swift and efficient service to my clients with the minimum jargon possible – impenetrable ‘legalese’ is a pet hate! It is really important to me that my clients end up with user-friendly documents which they can readily understand and I pride myself on always taking the time to explain the relevant law in a clear and concise way.

Areas of Expertise and Experience

I have over 6 years of experience including the following areas of work:-

  • Wills for individuals, married or unmarried partners, clients with children from previous relationships & business owners
  • Asset protection Wills including life interest trusts
  • Estate planning to minimize inheritance tax liability
  • Succession planning for business owners
  • Lifetime trusts
  • Deeds to vary trusts
  • Trusts for disabled beneficiaries
  • Personal injury trusts
  • General Powers of Attorney
  • Creating and registering Lasting Powers of Attorney (LPAs), including commercial LPAs
  • Registering Enduring Powers of Attorney (EPAs)
  • Advance decisions to refuse treatment (Living Wills)
  • Change of name deeds

Recent Work Includes

  • Preparing Wills for business owners which include trusts to hold business interests
  • Preparing Wills for spouses structured to maximize inheritance tax savings where one spouse has been previously widowed.
  • Advising clients on lifetime gifting strategies to minimize inheritance tax
  • 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
  • Advising on lifetime trusts to hold property

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
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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