Solicitor at Bright Solicitors
Carly Jeffery
Solicitor - Head of Private Client
SRA ID: 626736
Carly deals in a broad range of Private Client matters including drafting Wills; both taxable and non-taxable Probate Applications and Administration of Estates as well as Powers of Attorney, related Court of Protection Applications and issues affecting capacity. Carly specialises in the creation, management and tax affairs of Trusts both following bereavement and as part of her work with individuals and families in relation to Estate Planning focussing on Inheritance Tax Planning and provision for future generations. She often works closely with accountants and financial advisers to give tailored and collaborative advice to clients. In addition to her First Class Honours Degree in Law and Distinctions in her Post Graduate Diploma and Masters Degree in Legal Practice; Carly is a full member of STEP (The Society of Trusts and Estates Practitioners) having completed the Diploma in Trusts and Estates with Distinction. She is also a Fully accredited member of Solicitors for the Elderly (SFE) a national organisation of lawyers who specialise in advising and supporting elderly and vulnerable people. Carly has a kind approach but provides honest, practical advice and solutions.
Ground Floor, Studio 5-11, 5 Millbay Road, PL1 3LF
Licensed for 7 years
Practice Areas
Wills, Trusts & Probate
- Wills, Trusts & Probate 100%
5 Client Reviews
Overall experience
- Value For Money
- Communication
- Initial Impressions
- Approachability
- Documentation Accuracy
- Legal knowledge
About Carly Jeffery
Carly deals in a broad range of Private Client matters including drafting Wills; both taxable and non-taxable Probate Applications and Administration of Estates as well as Powers of Attorney, related Court of Protection Applications and issues affecting capacity. Carly specialises in the creation, management and tax affairs of Trusts both following bereavement and as part of her work with individuals and families in relation to Estate Planning focussing on Inheritance Tax Planning and provision for future generations. She often works closely with accountants and financial advisers to give tailored and collaborative advice to clients. In addition to her First Class Honours Degree in Law and Distinctions in her Post Graduate Diploma and Masters Degree in Legal Practice; Carly is a full member of STEP (The Society of Trusts and Estates Practitioners) having completed the Diploma in Trusts and Estates with Distinction. She is also a Fully accredited member of Solicitors for the Elderly (SFE) a national organisation of lawyers who specialise in advising and supporting elderly and vulnerable people. Carly has a kind approach but provides honest, practical advice and solutions.
Languages Spoken: English
Contact Carly Jeffery
Resume
LICENSE
Country
Status
Acquired
Updated
United Kingdom
Currently Registered
18/04/17
12/05/23
We found no instances of professional misconduct for this solicitor
WORK EXPERIENCE
Title
Name
Duration
Solicitor
Bright Solicitors
03/10/2022-Present
Excellent service
Contacted Carly Jeffery regarding Mum's probate. Again excellent service as with Dad's probate. Highly recommend Bright Solicitors for Probate and house sales. THANK YOU.
Solicitor named in this review: Carly Jeffery
A representative from Bright LLP responded to this review on 20 March, 2024
Thank you very much for taking the time to leave such a kind review! We're delighted to hear that you had a positive experience working with Carly Jeffery and the rest of our team. Your recommendation means a great deal to us, and we truly appreciate your trust in our firm.
Was this review helpful? Yes
Excellent service for Wills & POA
All the staff we encountered were professional and personable. Our solicitor however was absolutely brilliant at explaining the Will process and possible problems we needed to look at. We are very happy with the end result.
Solicitor named in this review: Carly Jeffery
A representative from Bright LLP responded to this review on 06 July, 2023
Hi Kathy, thank you so much for your review. We are so glad you had such a positive experience and that everything was explained so well. If you need any further assistance, please don't hesitate to reach out. Thanks again, Bright Solicitors.
Was this review helpful? Yes
Excellent service
Carly put us at ease with gaining Probate for my late father. Professional, easy to understand, friendly and approachable. Thank you Carly.
Solicitor named in this review: Carly Jeffery
A representative from Bright LLP responded to this review on 04 January, 2023
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes
Marjorie Creek and Carly Jeffery - Kitsons Solicitors, Plymouth
For the past 16 months our family having been dealing with a very complicated and stressful matter concerning power of attorney and probate issues. I cannot speak highly enough of the support, assistance and help that both Marjorie and Carly have given our family. They have been extremely professional and caring in their support to us. I can say without doubt that without their help this whole episode would have been impossible to deal with. I would have no hesitation in recommending Marjorie and Carly for any legal work that needs to be undertaken by solicitors. They have kept us informed at all times and their knowledge and support cannot be underestimated. In particular thank you Marjorie for all your help re power of attorney and OPG issues and Carly re probate.
Solicitor named in this review: Carly Jeffery
A representative from Kitson Boyce LLP responded to this review on 05 September, 2022
Thank you so much for your positive feedback and for taking the time to share your experience with us. We're thrilled to hear such wonderful comments about Marjorie & Carly and are pleased they were able to assist at a time when their support to you was crucial. Thanks again for your recommendation.
Was this review helpful? Yes
5/5 Service
I found it quite hard to put into words what we’d like to do regarding our wills but Carly knew exactly what I was trying to explain and was able to piece together, all the aspects of our wishes quite easily.
Solicitor named in this review: Carly Jeffery
Was this review helpful? Yes