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Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

Location: Reading & Henley-on-Thames
Qualified as a solicitor: 2003

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Caroline Casagranda is a partner in our leading Wills, Probate Tax & Trusts team.

She advises in relation to the preparation of Wills, estate and inheritance tax planning, probate and estate administration of taxable and non-taxable estates and lasting powers of attorney (LPAs).

Caroline is recommended in the UK's leading guides to law firms, Chambers HNW and The Legal 500, with the latter naming her as a 'leading individual' in her field. She is also a member of the Society of Trust and Estate Practitioners (STEP), an associate member of Solicitors for the Elderly, an independent, national organisation of lawyers (solicitors, barristers and legal executives) who provide specialist legal advice for older and vulnerable people, their families and carers, and a trained Dementia Friend, an Alzheimer's Society initiative.

After completing her legal training in Maidenhead, Caroline joined Blandy & Blandy in 2003 and became a partner in 2014.

Examples of recent work

  • Acting on behalf of an administrator in connection with three linked intestacies to obtain grants and finalise the estates.
  • Advising in relation to administration of an estate passing under a will to a minor beneficiary and the execution of a deed of appointment under section 31 and 32 of the Trustee Act 1925.
  • Advising a surviving spouse in relation to an election under s.267ZA(1) IHTA 1984 and the further Inheritance Tax implications for substantial  lifetime gifts.
  • Dealing with an estate that required forensic analysis of the deceased’s finances uncovering substantial Preferred Equity Traded bonds and subsequently challenging those gifts on the basis of presumed undue influence. Obtaining counsel’s opinion and thereafter negotiating a repayment to the estate.
  • Advising in connection with an estate with assets in both England & Wales and Spain and separate wills in each jurisdiction. Submitting a claim for a transferable nil rate band from the estate of the deceased’s estranged spouse who had died some years previously, intestate and apportioning the Inheritance Tax liability between both jurisdictions.
  • Obtaining a Grant ad Colligenda Bona following an order made under s116 of the Administration of Estates Act 1925 in circumstances where the deceased’s family could not be located and the property was falling into a state of disrepair.
  • Obtaining a grant of representation for the use and benefit of a minor.
  • Advising executors on an estate where the structure of the will was such that the residence nil rate band would otherwise have been denied and making use of s144 of the Inheritance Tax Act 1984 to maximise the available allowances accordingly.
  • Acting in the administration of an estate with leased farmland and working with the surveyors in order to maximise the availability of agricultural property relief.
  • Advising on the structure of tax efficient wills in circumstances where both spouses had previously been widowed and accordingly, with the benefit of an appropriate structure, four nil rate bands could be utilised.

How I Can Help You

  • Wills
  • Probate & estate administration
  • Powers of Attorney
  • Trusts & estate planning

Professional Memberships:

Member, Society of Trust and Estate Practitioners (STEP)
Associate Member, Solicitors for the Elderly
Member, The Law Society

Education:
College of Law (Chester), LPC 
Manchester Metropolitan University, LLB (Hons) 

Accreditations & Awards:
Recommended, Chambers HNW
Recommended, The Legal 500
Winner - 'Best Probate Law Firm - London/South East', UK Probate Research Awards 2019
Dementia Friend, Alzheimer's Society

What Our Clients Say

“Caroline Casagranda's practice includes wills, probate and estate administration, as well as Lasting Powers of Attorney and a range of tax planning. She is described as very personable.”

“Caroline was very helpful, very understanding and patient with us. A truly lovely lady.”

“Caroline Casagranda was extremely helpful and friendly and was a great help at an unhappy time.”

“We were very pleased to have used the firm. Caroline was very understanding and patient with us.”

“I can't speak highly enough of Caroline. She is warm and patient.”

“After talking to Caroline I was very confident that everything was in safe hands.”

“We were particularly keen to use your firm because I met Caroline at an Alzheimer’s/Dementia education session. We found the service to be Dementia aware.”

“Thank you very much for the efficient and sensitive way this matter has been handled, for which the whole family is most grateful.”

“What I recall significantly is your gentle approach at a difficult time.”

News & Insights

What To Do When Someone Sadly Dies
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

Will We See a Rise in Inheritance Tax (IHT) or a New Wealth Tax?
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

Capital Gains Tax, Inheritance Tax and Income Tax – What Was Announced in the Spring Budget?
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Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

What Proportion of Adults Do Not Have a Will? Our Findings
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

Why Choose a Lawyer Who is a Member of Solicitors for the Elderly (SFE)?
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

Spring Budget 2021 Predictions – Will We See the Introduction of a New “Wealth Tax”?
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

New Online Lasting Power of Attorney (LPA) Service Launched
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

What Proportion of Adults Do Not Have a Will? Our Findings
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

Can You Write Your Own Will Without a Solicitor? The Problems That Can Arise
Caroline Casagranda

Caroline Casagranda

Partner, Wills, Probate Tax & Trusts

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