Private Client Executive
Cariad is a Private Client Executive in Steele Raymond's leading Private Client Team in Bournemouth.
Her areas of expertise include estate administration, wills, lasting powers of attorney, care fee advice and inheritance tax planning.
Cariad is an affiliate member of STEP, a Charity Law Association member and a Dementia Friend.
Specialisms
Wills
Preparing Wills for a wide range of clients and family circumstances
Estates
All aspects of estate administration, including post-death variations
Vulnerable Beneficiaries
Advising families wishing to provide for vulnerable beneficiaries
Powers of Attorney
Mental capacity work including Lasting Powers of Attorney and registering Enduring powers of Attorney
Trusts & Charity
Trust and charity advice
In Practice
Will Preparation
Preparing wills for individuals, married and unmarried partners, business owners, clients with children from previous relationships, care fee planning wills, wills to provide for vulnerable or disabled beneficiaries
Estate Administration
All types of probate and intestacy advice
Mental Capacity Work
Preparing Lasting Powers of Attorney for finance and health. Advising on complex mental capacity situations.
Tax & Trusts
Advising on life time strategies to make use of inheritance tax allowances and reliefs. Creating and administering lifetime trusts and trusts in wills
Charities
Advising on charity structures, registering charities and providing ongoing advice to charity trustees
Recommendations for Cariad
"May I take this opportunity of thanking you and all personnel at Steele Raymond for the very professional and courteous manner in which you have dealt with my cousin’s affairs."
Wills & Probate Client | Bournemouth
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© Copyright 2024 Steele Raymond LLP
Steele Raymond LLP is a limited liability partnership registered in England and Wales under number OC311376 Registered Office: Richmond Point, 43 Richmond Hill, Bournemouth, Dorset, BH2 6LR
Authorised and regulated by the Solicitors Regulation Authority (SRA number 419728)
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Steele Raymond LLP is a limited liability partnership registered in England and Wales under number OC311376 Registered Office: Richmond Point, 43 Richmond Hill, Bournemouth, Dorset, BH2 6LR
Authorised and regulated by the Solicitors Regulation Authority (SRA number 419728)