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Carolyn Bagley

Carolyn Bagley - Partner

Overview

Carolyn is a Partner in the Private Wealth team. She is based in the firm’s Milton Keynes office but regularly visits her colleagues and clients in the Northampton office.

Experience

Carolyn advises individuals (including business owners) and Trustees. She has extensive experience of: Succession Planning, particularly using Trusts and Wills; Trust Creation and Management; the administration of Estates (including complex estates with business, agricultural and heritage property, foreign assets, non-domicile claims and equitable/constructive trust claims); Deeds of Variation; Powers of Attorney; Pension trusts (including interpreting trust issues and advising on the death of pension scheme members) and Court of Protection matters (including applications for Statutory Wills and for gifts/variations to be made on behalf of incapacitated clients).

Background

Carolyn read Jurisprudence at Worcester College, Oxford and qualified as a Solicitor in 1985. She joined Hewitsons as a Partner in 2010, having previously spent 25 years with a Top 25 law firm.

Additional information

Carolyn is a member of STEP (the Society of Trust and Estate Practitioners) and also a member of the Private Client Section of the Law Society.
 
She is a Past President of both the Northamptonshire Law Society and Northamptonshire Junior Chamber.
 
Carolyn obtained, in 2010, her PGCM qualification (Post Graduate Certificate of Management).
 
She is named as a Notable Practitioner within the Chambers & Partners 2019 High Net Worth Guide for Milton Keynes and Surrounds, as well as a Recommended Lawyer in the Legal 500 2020 guide.

Carolyn has a Distinction in STEP's Advanced Certificate of Cross Border Estates.

The Inheritance and Succession team has been commended by The Times Best Law Firms 2020.



Service Areas

Latest testimonials

"Carolyn Bagley is a master of her subject. Carolyn has demonstrated from the outset that she is able to proactively advise us on options tailored to the personal circumstances of my wife and I. She has often identified issues that we have not considered and advised us how we can deal with them, in a very practical manner. Carolyn helps us to look at the wider picture and consider all the angles, particularly regarding Inheritance Tax planning. Her general approach is always so professional, reassuring and courteous."Client Testimonial c/o Legal 500

"Carolyn Bagley is professional and approachable, always happy to talk through potential cases and issues and has always delivered a first class service."
Client Testimonial c/o Legal 500

"Carolyn Bagley has fantastic technical knowledge, and a meticulous and methodical approach."
Client Testimonial c/o Legal 500