She has a deep understanding of mental capacity issues, which helps her handle this sensitive area with compassion and accuracy while advocating for vulnerable clients.
A particular strength is support for elderly clients, where clarity, empathy and steady progress are vital. Her aim is to make complex processes manageable and to keep delicate matters moving without pressure.
Cariad helps individuals and families who need calm guidance through probate and planning. She prepares wills for a wide range of clients, including married and unmarried partners, business owners and individuals with children from previous relationships.
She brings a disputes-aware lens to will drafting, advising on the likelihood of future challenges and shaping documents accordingly. Inheritance tax analysis is part of her standard approach, with strategies that make full use of available allowances and reliefs.
Her working style is patient, thorough and straightforward. She explains documents in clear, everyday language and coordinates with other advisers where that adds value – from accountants to financial planners. Referrals come from existing clients and other professionals, which reflects a service that feels dependable at difficult times.
Cariad is an affiliate member of the Society of Trust and Estate Practitioners and a Dementia Friend.