Birketts has strengthened its private client capability in Bristol with the arrival of a specialist team led by partner Caroline Alexander (pictured). Joining her are legal director Charlotte Coombs, senior associate Daisy Taylor and trainee legal executive Georgie Lennan, together adding more than 15 years’ combined experience to the firm’s rapidly growing practice.
Alexander brings over two decades of expertise advising on the administration of high-net-worth and complex estates, often with international or contentious elements. She is known for her work on national and international probate matters, advising on large landed estates and negotiating with HM Revenue & Customs on inheritance tax issues, including agricultural and business property relief.
Coombs, Taylor and Lennan have previously worked with Alexander as specialist private wealth advisers, supporting clients on estate planning, succession and acting as independent administrators. Their collective experience broadens Birketts’ South West offering and deepens its capacity across a wide range of private client matters.
Alexander said Birketts’ ‘progressive and ambitious’ approach and its core values ‘really resonated’, describing them as ‘family values which as private client lawyers helping families, we live and breathe’. Louise Long, partner and head of private client advisory, welcomed the team, noting that they bring ‘valuable experience’ which enhances the firm’s capability and supports clients in navigating both opportunities and challenges.
