I joined Lawrence Stephens as a Director in the Private Wealth Department in June 2022. I joined from Brecher LLP where I headed up the private client team, advising on contentious and non-contentious private wealth.
I have practiced in the high net wealth private client industry for over 20 years. My practice covers advice and assistance to UK and international clients. Clients include fiduciaries, corporate entities, entrepreneurs and individuals with family wealth.
I offer a fused practice of private client litigation and non-contentious work.
My 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, I prepare and administer wills and trusts, undertake UK and cross-border probate administration, succession planning, lifetime planning, lasting powers of attorney and deputyship matters, and philanthropy. My 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, I enjoy travel, challenging myself with new sports, music and watching sport.
“I have known Carly for nearly a decade. Tenacious, clear thinking and straight to the point, she does not leave any stone unturned. Her letter writing and knowledge of a case is impressive and effective as is her reputation which often precedes her and obtains the results."