Charlotte McGregor

Partner

Accepting new clients via ReviewSolicitors

Charlotte is a Partner and head of our Private Client team. Charlotte's specialism is in Estate Administration with a focus on high-value and/or complex Estates. Problematic Wills, business assets and foreign property often feature and she strives to adopt a pragmatic approach to resolving tricky issues. Charlotte has strong links with other professionals such as Accountants, Financial Advisors and Land Agents which (where required) enables us to achieve the desired outcome in a timely and efficient manner. She is not afraid to tackle HMRC on issues of Inheritance Tax and often engages with and challenges the District Valuer to achieve a favourable outcome in terms of the Estate’s exposure to Inheritance Tax. As well as Charlotte's core area of legal practice, she is also passionate about supporting local businesses and the communities in which we live and work. She is a retired volunteer Trustee of Hospiscare and also hold the vice-chair role with Exeter Chamber of Commerce as well as sitting on various committees in the village in which Charlotte lives.

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 396846

  • Based in Exeter, Devon
  • Licensed for 18 years

Accepting new clients via ReviewSolicitors

Charlotte is a Partner and head of our Private Client team. Charlotte's specialism is in Estate Administration with a focus on high-value and/or complex Estates. Problematic Wills, business assets and foreign property often feature and she strives to adopt a pragmatic approach to resolving tricky issues. Charlotte has strong links with other professionals such as Accountants, Financial Advisors and Land Agents which (where required) enables us to achieve the desired outcome in a timely and efficient manner. She is not afraid to tackle HMRC on issues of Inheritance Tax and often engages with and challenges the District Valuer to achieve a favourable outcome in terms of the Estate’s exposure to Inheritance Tax. As well as Charlotte's core area of legal practice, she is also passionate about supporting local businesses and the communities in which we live and work. She is a retired volunteer Trustee of Hospiscare and also hold the vice-chair role with Exeter Chamber of Commerce as well as sitting on various committees in the village in which Charlotte lives.

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 396846

  • Based in Exeter, Devon
  • Licensed for 18 years

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Charlotte McGregor

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4.9
Excellent
93%
Value for
Money
95%+
Success
Rate
95%+
Would
Recommend
Communication 4.9/5
Initial Impressions 4.9/5
Approachability 4.9/5
Documentation Accuracy 5.0/5
Legal Knowledge 4.9/5
Value for money 4.6/5
Expertise

Experience

  • Morgan Pope

    SRA-approved manager - Director

    Until September 2019

  • Wollens

    Solicitor

    September 2019 - October 2019 1 month

Languages spoken

  • English

Opening hours

Monday 09:00–17:15
Tuesday 09:00–17:15
Wednesday 09:00–17:15
Thursday 09:00–17:15
Friday 09:00–17:15
Saturday (Closed)
Sunday (Closed)

Aperture, Pynes Hill, Rydon Lane, Exeter, Devon, EX2 5AZ

Reviews

4.9 /5 32 Reviews
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Profile image of Michael Howle

Michael Howle

Verified
Wills, Trusts & Probate

Our wills

Charlotte handled every aspect of our wills and any queries which we raised very professionally . A first rate service - thank you!

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A representative from Wollens responded to this review

Thank you for your feedback - we appreciate hearing your views and are pleased that Charlotte has been able to help you. Kind regards Wollens

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Dave Saunders

Verified
Wills, Trusts & Probate

Marion and Eric Baudrey (Deceased)

After losing both my mother and stepfather within a day of each other, times became emotional and rather confusing. I have 3 siblings so organising all the legalities was rather daunting. Luckily, I knew Charlotte McGregor and Wollens personally and placing the estate and effects with them was a total relief. From start to finish, Wollens were superb in every department in particular, Charlotte.

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A representative from Wollens responded to this review

Thank you for submitting feedback to Wollens, we appreciate understanding your views and are pleased that Charlotte has been able to help you. We would be pleased to help you again in the future. Kind regards Wollens

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Profile image of Mark

Mark

Verified
Wills, Trusts & Probate

Administration of my parents estates

Charlotte has provided a very professional service and throughout was very suupportive and was a pleasure to deal with.

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A representative from Wollens responded to this review

Thank you for your wonderful review for Charlotte. We are glad she have been able to help you so well. With best wishes, Wollens

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Dave Saunders

Verified
Wills, Trusts & Probate

Marion & Eric Baudrey deceased

From start to finish I cannot praise Wollens enough. After losing my stepfather and mother within a day of each other, the task of finding the right solicitor was never in question. Charlotte and her team worked tirelessly over the period and I would recommend Wollens to anybody who has the same unfortunate situation.

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A representative from Wollens responded to this review

Thank you for your lovely review. We are so pleased Charlotte has been able to help you so well. With best wishes, Wollens

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Julie Welbourne

Verified

Excellent probate service

Professional at all times, helpful, patient at what has occasionally been a challenging time.

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