Carly Jeffery
Solicitor
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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
Excellent Service
We have worked well with Bright Solicitors with many business and personal aspects over many years. Their advice and knowledge has always been outstanding and we have been treated with respect and made to feel at ease. All staff have a happy and relaxed approach and treat you warmly in person and on the telephone, I would highly recommend this company to anyone.
Lawyer named in this review: Carly Jeffery
A representative from Bright LLP responded to this review on 25 September, 2024
Hi Green. Thank you for leaving this review about Bright Solicitors, and our Associate Carly. We'll be sure to pass this onto her. Thanks again!
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Carly - Excellent 👍
Carly took charge of helping me sort my will, made the process easy and overall a pleasurable experience, open and honest conversation.
Expected it to be a difficult process but she took charge and helped give the best impartial advice and helped sort everything.
Lawyer named in this review: Carly Jeffery
A representative from Bright LLP responded to this review on 19 August, 2024
Hi Brian. Thank you for taking the time to leave this review and for rating us so highly. It's great to hear about your positive feedback about our Private Client services and Carly. We'll be sure to pass this feedback onto her. Thanks!
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Excellent service throughout
I highly recommend Bright Solicitors in Plymouth. From start to finish and with every communication they were fantastic. Every member of staff was polite and helpful and made the process of putting together my will so easy.
Lawyer named in this review: Carly Jeffery
A representative from Bright LLP responded to this review on 02 July, 2024
Hi Lesley. Thank you for taking the time to leave this review. We really appreciate your positive feedback.
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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.
Lawyer 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.
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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.
Lawyer 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.
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Excellent service
Carly put us at ease with gaining Probate for my late father. Professional, easy to understand, friendly and approachable. Thank you Carly.
Lawyer 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.
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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.
Lawyer 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.
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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.
Lawyer named in this review: Carly Jeffery
Was this review helpful? Yes