UK Top 50 law firm, Birketts, has welcomed a team of private client specialists to its rapidly expanding team in Bristol.
Led by Partner Caroline Alexander, the team includes Legal Director, Charlotte Coombs, Senior Associate, Daisy Taylor and Trainee Legal Executive, Georgie Lennan.
Caroline Alexander brings over 20 years’ experience in advising on the administration of high net worth and complex estates, often with international or contentious elements. She has specific expertise in national and international probate matters and advising administrators and owners of large landed estates. As a private wealth specialist, Caroline is also highly experienced in negotiating with HM Revenue & Customs on Inheritance Tax, including claims for Agricultural Property Relief, and Business Property Relief.
Charlotte Coombs, Daisy Taylor and Georgie Lennan have over 15 years’ experience between them. Having already previously worked together with Caroline as specialist private wealth advisors, they have expertise in working for clients seeking advice and guidance across a broad range of private client issues, including UK estate planning, succession matters and acting as independent administrators.
On joining Birketts, Caroline Alexander, said: “Birketts is a progressive and ambitious firm with a strong commitment to building and growing its private client offering which is exciting to be a part of. Their core values really resonated with me being; show you care; take pride in all you do; be enterprising and do the right thing – family values which as private client lawyers helping families, we live and breathe.”
Partner and Head of Private Client Advisory, Louise Long, added: “We are delighted to have welcomed Caroline, Charlotte, Daisy and Georgie to our growing practice in Bristol. Between them they bring valuable experience which further expands our capabilities and provides our South West clients with expert advice on a wide variety of private client matters. I look forward to working with them in supporting our clients to navigate the opportunities and challenges that they may face.”
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