Caroline’s expertise includes working with brain injured clients, their families and support network. Caroline works alongside Anthony Fairweather who acts as a Professional Financial Deputy for over 60 clients. Caroline has a great deal of experience in a number of areas, including making applications to the Court of Protection for not only deputyship appointments but also PI trusts and Statutory Wills, general day to day management of finances, considering investment opportunities, projecting cash flow, buying and selling property, and liaising closely the client’s themselves and their support teams to ensure that decisions are made in their best interests.
Caroline joined Clarke Willmott in 2007 and has completed the Graduate Diploma in Law and Legal Practice Course, alongside working as a Paralegal. Caroline commenced a Training Contract in March 2013 and qualified as a Solicitor in September 2014.
Caroline is a member of the Association of Contentious Trusts & Probate Specialists and the Chartered Insurance Institute. Caroline is currently completing the ACTAPS course as well as the Diploma in Regulated Financial Planning.
- Making applications to the Court of Protection for the appointment of a Deputy where an individual has lost mental capacity to manage their property and financial affairs.
- Managing the day to day deputyship administration as well as assisting the deputy in making significant decisions including sale and purchase of property, investment strategies and funding of care.
- Advising and making applications to the Court of Protection to put in place Personal Injury Trusts and Statutory Wills.
- Preparing financial plans, projecting cash flow and reviewing investment recommendations.
- Advising clients in relation to making a Lasting Power of Attorney and registering it with the Office of the Public Guardian.
- Assisting the Personal Injury and Clinical Negligence teams in attending Settlement Approval Hearings and/or Case Conference Review’s.
- Assisting in providing expert witness statements in disputed Court of Protection applications.