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Mrs Mandy Casavant TEP
Membership category: Full Member
- Lawyer/Solicitor/Attorney / Trustee/Fiduciary
- Practice Area:
- Elderly and vulnerable clients, Estate planning/administration, Tax, Trust planning/administration, Wills and probate, Tax Advisory - Trusts and estate planning, Wills and administration of deceased estates, Succession planning, Digital assets
Mandy puts great effort into providing clear, practical legal advice, without the usual legal jargon. She handles private wealth and succession planning matters and has extensive experience of dealing with probate and estate administration. She specialises in inheritance tax planning, trusts, Lasting Powers of Attorney, capital tax planning and Wills. Mandy has a particular interest in the developing area of digital assets and the way with which these should be dealt both as part of clients’ succession planning and post-death. Mandy works closely with various local communities, often working outside of the formal office setting. Mandy’s private client expertise includes; all aspects of Will drafting estate planning, lifetime and succession planning for individuals and families, with a focus on inheritance tax and capital gains tax planning estate administration, including inheritance issues applications for probate, including Grant of Probate advising on the establishment UK trusts varying the distribution of an estate Inheritance Tax Reliefs advising of appropriate Powers of Attorney including Lasting Powers of Attorney advising on the formation of trusts and trust administration issues relating to mental capacity. Mandy trained at Royds Withy King and qualified in 2003 where she has built her experience and reputation as an estate and probate specialist, including advising same-sex couples on estate planning. Memberships Full member of the Society of Trust and Estate Practitioners (STEP), member of Digital Assets SIG of STEP, and Chair of the local STEP committee for Gloucestershire and Wiltshire. Outside of work Mandy is a keen gardener and spends her time with her therapy dog Pebbles, a Manchester Terrier.