About

Caroline is an Associate in the Tax, Trusts & Succession team.

Caroline qualified as a Fellow of the Chartered Institute of Legal Executives in 2009. She joined Michelmores in February 2017, after working at Clarke Willmott for the previous 13 years.

Caroline specialises in estate administrations. Her expertise includes dealing with high value and complex estates, usually requiring negotiation with HM Revenue & Customs over the payment of Inheritance Tax, and claiming the relevant exemptions and reliefs.

Recent Experience

  • Successful applications and negotiations with HM Revenue & Customs, regarding Agricultural Property Relief and Business Property Relief for large farming estates
  • Successful applications and negotiations with HM Revenue & Customs, regarding gifting out of surplus income
  • Dealing with estates with multi-jurisdictional aspects