Carol Cummins Private Client Consultant Clarke Willmott Bristol

Carol Cummins

Consultant - Private Client, Clarke Willmott Solicitors, Bristol

f:0345 209 2529

Carol is a Consultant in the Private Client team specialising in estate planning, trusts, probate and tax for wealthy and complex families.

Carol’s expertise includes working with private clients, executors and trustees on a range of issues including complex estates with international, business and agricultural issues, large family trusts and advising individuals on their tax and estate planning.

Carol is a member of the Society of Trust and Estate Practitioners (STEP) and has represented the Wales and West region of STEP at national level. She is also a Certified Accountant and Chartered Tax Advisor.

Experience

  • Dealing with the administration of large landed estates and continuing trusts including offering assets in lieu of tax, conditional exemption claims and business and agricultural reliefs.
  • Estate planning for family business clients to maximise reliefs for capital taxes and ensure generational asset protection
  • Proving entitlements on intestacy of estranged family members and securing estates otherwise due to pass to the crown as bona vacantia.
  • Advising trustees on asset structuring to maximise business property reliefs prior to 10 year anniversary charge for Inheritance Tax.
  • Advising overseas executors on grant applications in England and Wales.
Service areas
  • Wills, Trusts, Probate & Estates
    Wills, Trusts, Probate & Estates