GROWTH AND DEVELOPMENT
of Private Client Services
At Bright Solicitors, we are thrilled to share the exciting developments within our Private Client team over the past 12 months. Spearheaded by the leadership of Carly Jeffery (Associate), our Private Client department has not only grown significantly but has also reached new heights in providing exceptional service to our clients.
YOUR SPECIALIST
Private Client Team
Over the last 12 months, the team has doubled in size and has seen the introduction of two new Trainee Solicitors, assisting clients in all areas of Private Client Law.PRIVATE CLIENT SERVICES
Team Expansion
One of the key reasons for this improved service is the greater capacity of the team, following the addition of 3 new members of staff over the last 12 months.
Under Carly's guidance, the Private Client team has expanded its capacity by welcoming two full-time Trainee Solicitors. Connor Barclay and Sasha Williams have joined as part of their training, in the hope of becoming fully qualified Solicitors in the near future. This strategic move not only bolsters the Private Client team but also reflects our commitment to nurturing the next generation of legal talent.
PRIVATE CLIENT SERVICES
Experts at the Helm
We take immense pride in the expertise within our team. Carly Jeffery, as the Associate leading the department, brings a wealth of knowledge and experience to the table.
Carly is complemented by Vicky Bligh, an experienced Consultant Solicitor, both of whom hold fully accredited STEP (Society of Trust and Estate Practitioners) qualifications. This accreditation ensures that our clients benefit from a wealth of expertise in navigating the complexities of private client matters.
PRIVATE CLIENT SERVICES
Professional Recognition
In addition to having two recognised STEP members, Carly Jeffery is also an accredited member of the Association of Lifetime Lawyers (formerly SFE - Solicitors for the Elderly).
A Lifetime Lawyer is a member of the Association of Lifetime Lawyers. They are the gold standard when it comes to supporting vulnerable and older people with legal advice.
In addition to expert legal knowledge, Lifetime Lawyers members understand the key issues that can affect vulnerable and older people. This includes things like dementia, Parkinson’s and other degenerative diseases, as well as problems with hearing, sight, and mobility.
PRIVATE CLIENT SERVICES
Client-Centric Approach
With this strengthened and diversified team, we are better equipped than ever to provide comprehensive and tailored solutions to our clients. Our commitment to a client-centric approach remains unwavering, and these enhancements allow us to address the unique needs of each individual and family we serve.
Private Client Services
Estate Planning
Our specialist team can help minimise your inheritance tax liability and advise you regarding future care home costs.
Living Wills
Allows you to choose and explain which medical treatments you don't want in the future.
Probate
At Bright Solicitors we can assist you with every aspect of the administration of an estate.
Tax Planning
Tax considerations of setting up a trust can be significant, so speak to a professional for advice.
Court of Protection
We have an expert team with experience in this field who understand all about capacity issues and how they can affect you and your family.
LPA Refunds
If you completed a Lasting Power of Attorney (LPA) in the period between 1st April 2013 and 31st March 2017 then you may be due a refund.
"Carly put us at ease with gaining Probate for my late father. Professional, easy to understand, friendly and approachable. Thank you Carly."
