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Carolyn Bagley

Carolyn Bagley

Overview

Carolyn is a Partner in the Private Wealth team with over 30 years experience. 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 2021.



Service Areas

Latest testimonials

"I have worked with many of the Hewitsons team on a variety of cases. Carolyn Bagley is my main contact: she is obsessive about service to the client and always puts client needs, objectives, and concerns ahead of anything else."
Client Testimonial c/o Legal 500

"Carolyn Bagley displays team skills and is exceptionally good at making clients feel at ease and translating technical jargon into practical, common sense and an in understandable format."
Client Testimonial c/o Legal 500

"
Professional, expert, customer focused and approachable. Carolyn Bagley’s expertise on managing private clients wealth and providing services that ensure clients affairs at the end of life are managed in a tax efficient way. Always available to answer questions and queries."
Client Testimonial c/o Legal 500

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