Caroline Barrett

Technical Director (Trust and Estates)

Caroline Barrett is a highly experienced Trust and Estates expert in Northwich, becoming Technical Director in 2024. With an extensive background in estate planning, trust management, and inheritance tax, Caroline provides tailored advice to clients.  

As a qualified Trust and Estates Practitioner (TEP), she ensures her clients’ assets are managed efficiently, and legacies are preserved for future generations. Her meticulous approach and deep understanding of complex tax matters make her a trusted advisor to individuals and families navigating sensitive financial and personal decisions.  

Based at HQ: Northwich, Cheshire. 

Specialisms: Estate Planning, Trust Management, Inheritance Tax Planning.