Mandy Casavant

Practice Areas

Mandy leads the Wiltshire Private Client Team and puts great effort into providing clear, practical legal advice, without the usual legal jargon. She handles private wealth and succession planning matters including estate administrations, Wills and trusts.

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. She is an approachable lawyer.

Mandy works closely with various local communities, often working outside of the formal office setting. Mandy spends part of her working week out in the community on home visits, care setting visits and hospital visits.

Mandy has extensive experience of dealing with probate and estate administration. She specialises in inheritance tax planning, trusts, Lasting Powers of Attorney, Court of Protection work on loss of mental capacity, capital tax planning, trusts (on death and in lifetime) and Wills.

Her work often crosses over with other teams such as conveyancing, matrimonial and corporate teams. A keen advocate for hosting co-advisor interaction events to advise a client ‘in the round’.

Mandy trained at RWK Goodman 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 and digital afterlife. Her background includes a psychology degree.

Expertise

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.

advising elderly and vulnerable beneficiaries (including arranging capacity assessments) and advising on providing for vulnerable/disabled beneficiaries

Professional Memberships

Full member of the Society of Trust and Estate Practitioners (STEP)

Member of Digital Assets SIG of STEP

Former Trustee of Prospect Hospice

Former Chair of the local STEP committee for Gloucestershire and Wiltshire