Caroline Shelton > Irwin Mitchell > Chichester, England > Lawyer Profile

Irwin Mitchell
THOMAS EGGAR HOUSE
FRIARY LANE
CHICHESTER
PO19 1UF
England

Work Department

Personal Tax, Trusts and Probate

Position

Partner

Career

I head up the Private Client team in the firm’s Gatwick office. My role involves advising high net worth UK and non-UK domiciled clients on a wide range of tax and estate planning issues, devising and advising on structures to hold, protect and pass on their wealth.

I work closely with clients to understand and help them achieve their personal goals and objectives at every stage of their life.  My experience includes designing and implementing estate plans for individuals, married couples and families to ensure that the wealth they have created is preserved by protecting against inheritance tax and the risks arising from possible divorces, family disputes and financially immature heirs.

I also act in the administration of high value and complex estates, am a trustee of a number of dynastic trusts and charities and am a Court of Protection appointed deputy for clients who have lost capacity.

Lawyer Rankings

South East > Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex

(Leading individuals)

Caroline Shelton – Irwin Mitchell

The ‘brilliant’ lifetime and estate planning team at Irwin Mitchell offers advice to clients in the business wealth, rural business and private wealth spaces on all elements of tax, trusts and estate planning, including financial administration for individuals that lack capacity and Court of Protection work. Offering two trust companies and its in-house service, Irwin Mitchell Asset Management Limited, the team in Gatwick is led by the ‘fantastic’ and ‘exceptionally good’ Caroline Shelton, who acts for business owners as well as professional sportsmen and landowners with complex assets, wealth preservation issues and succession planning needs. Leading the Chichester office is Naomi Neville, who focuses on instructions from high-net-worth clients and handles probate and estate administration work for those with urban and rural businesses. Also co-heading the team is the national director of legal services for private clients Paula Myers, and national head Paula James. Rose Macfarlane is ‘a standout’ lawyer with a niche practice in non-contentious court applications for trustees.