"My goal upon taking on instructions for any client is to provide conclusive, commercial and practical advice of a high technical level to give the client every opportunity to achieve the best outcome possible".
Areas of Expertise
- Tax and Estate Planning
- Wills & Probate
- Lasting Powers of Attorney
- Claims under Inheritance (Provision for Family and Dependants) Act 1975
- Contentious Trusts and Probate
- Professional Negligence
- HMRC Enquiries
- Charity disputes
Carly joined Lawrence Stephens as a Director in the Private Wealth Department in June 2022. She joins us from Brecher LLP where she headed up the private client team, advising on contentious and non-contentious private wealth.
Carly has practiced in the high net wealth private client industry for over 20 years. Her practice covers advice and assistance to UK and international clients. Clients include fiduciaries, corporate entities, entrepreneurs and individuals with family wealth.
Carly offers a fused practice of private client litigation and non-contentious work.
Her litigation work is UK and cross-border actions, involving dependency claims under the Inheritance (Provision for Family and Dependants) Act 1975, contentious probate actions, will challenges, the removal of fiduciaries, breach of trust actions, HMRC challenges, mental capacity challenges, charity disputes and professional negligence.
On the non-contentious side, Carly prepares and administers wills and trusts, undertakes UK and cross-border probate administration, succession planning, lifetime planning, lasting powers of attorney and deputyship matters, and philanthropy. Carly’s main focuses are all aspects of direct taxes (inheritance tax, capital gains tax and income tax) and UK and international asset structuring for asset protection, succession and tax planning purposes using trust structures and family investment companies.
Away from work, Carly enjoys travel, challenging herself with new sports, music and watching sport.