Who we are

Caroline Bates

CONSULTANT SOLICITOR

Caroline joined her good friend Kate at Davidson Mahon as a consultant solicitor in December 2016. Previously she has been a partner in ‘big’ law firms but now wants to concentrate on providing a more bespoke and flexible service to her clients in a friendly, approachable, and affordable manner.  Home visits, out of hours’ appointments and availability means Caroline can deliver quality advice to fit in with clients’ lives and for prices which offer excellent value for money.  Caroline can see clients in their own homes, at the Davidson Mahon offices in Rugby or at Caroline’s home based office in Meriden.

Specialising in ‘Private Client Law’, Caroline advises individuals, families, businesses, farmers, and vulnerable adults on all aspects of their estate planning, asset preservation and succession.  She deals with Wills, Powers of Attorney, Trusts (including co-ownership of property), Administration of Vulnerable Adult’s Affairs, Administration of Deceased’s Estates, Inheritance Tax Planning, Gifting, Asset Protection, and Court of Protection Applications / Procedures.

Caroline acknowledges how difficult it is for clients to evaluate and compare the myriad of providers, particularly for will writing (which is still an unregulated area of law).  With recognised external accreditations, clients can be assured of the quality and integrity of the advice. Because of this, Caroline has worked hard to become a full member of the Society of Trust and Estate Practitioners, Solicitors for the Elderly and the Private Client Section of the Law Society.  Caroline was one of the first solicitors in the Midlands region to obtain the Society of Trust and Estate Practitioners’ Advanced Certificate in Will Writing qualification in 2011.

Caroline is acutely aware how diverse clients’ circumstances are.  Every family, business or farm has its own dynamics and she can tailor her advice, both legal and practical.  Solutions are suggested and explained in a straight forward manner.

As a volunteer ‘Dementia Champion’ for the Alzheimer’s Society, Caroline regularly holds ‘Dementia Awareness’ presentations for local groups, businesses, and communities.  The sessions are part of the Alzheimer’s social action movement to promote awareness and to promote understanding of how ‘it can be possible to live well with dementia’.  Many of Caroline’s clients live and have lived with Dementia so she was naturally interested in understanding more about the condition.  This interest was heightened greatly when this disease affected members of her own family.

Caroline lives with her mum, husband and daughter in Meriden where she grew up.  She likes nothing more than wrapping up warm and trudging through the muddy fields on a cold day with her 3 dogs, perhaps with a stop at the local pub on the way. An avid baker, if you visit Caroline at her home office, you may get a piece of freshly baked cake with your cuppa!  Caroline also plays golf and is now hoping to have more opportunity to play and significantly reduce her handicap!

Caroline from Davidson Mahon Solicitors.

Tel:  01676 938709

caroline@davidsonmahon.co.uk

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