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Michelle Gavin TEP

Coventry, United Kingdom

1 Testimonials
1 Case studies
1 Articles

Summary

Practice Areas:

  • Wills
  • Administration of Trusts
  • Power of Attorney
  • Probate
  • Wills
Band Hatton Button
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I joined Band Hatton Button LLP in January 2014 and am a Partner and Head of the Wills, Probate & Trusts Department.

My understanding and professional approach enables me to build strong relationships with clients. I act for individuals, entrepreneurs and business owners, often for several generations of the same family. My strengths lie in my ability to provide clear practical advice to her clients.

Areas of expertise include Wills, Trusts, Estate Planning, the Administration of Estates and Trusts of all sizes and complexities, together with Lasting Powers of Attorney and Court of Protection matters.

I am a full member of the highly regarded Society of Trust and Estate Practitioners (STEP).  STEP is the leading worldwide professional association for practitioners dealing with family inheritance and succession planning.  I am one of a small number of members based in Coventry.

I am also a full member of Solicitors for the Elderly (SFE) and sits on the committee of the Birmingham Branch.  SFE is an independent organisation that provides specialist legal advice for older and vulnerable people, their families and carers. In 2015, I successfully completed the Older Client Care in Practice Award (OCCP) accredited by Solicitors for the Elderly.  I am also a member of the Private Client Section of the Law Society.

I read Law at Coventry University gaining a 2:1 honours degree. At my graduation ceremony from Coventry University in 1998 I was awarded the Sweet and Maxwell Prize for Best Student by Lecturers. I then went on to complete a Post Graduate Diploma in Legal Studies at Birmingham University where I gained a distinction.  I qualified as a solicitor in 2002 following completion of my training contract with a Coventry firm. Upon qualification I spent nearly 7 years working for a High Street practice in Knowle, Solihull.  Prior to joining Band Hatton Button LLP I was with a top 70 Birmingham City Centre law firm for 5 years.

I am proud to have formed excellent relationships with regional intermediaries in the accountancy, financial planning as well as the private banking arena.

I am also one of the firm’s nominee members of the Rotary Club of Kenilworth.

Born and raised in Coventry, I enjoy attending music concerts, travel, reading, walking, gardening,shopping, food, socialising, watching England rugby matches (preferably at Twickenham) and spending time with family and friends.

On a more personal note, I have climbed the Sydney Harbour Bridge, snorkelled in the Great Barrier Reef, enjoyed an early morning Hot Air Balloon ride over Cairns, swam with dolphins in Portugal, survived a tandem sky dive at Hinton Airfield and abseiled down the Wesleyan Building in Birmingham for charity.

 

Previous Employment

SGH Martineau LLP2008 - 2013

Associate Solicitor in the Private Client Team, part of the Private Capital Group.

Standley & Co2002 - 2008

Associate Solicitor and Head of the Private Client Team.

Newsome Vaughan LLP1999 - 2008

Paralegal role leading to a Training Contract with the firm.

Experience

Michelle is a committed and highly regarded Wills, Trusts, Powers of Attorney and Probate Solicitor.
Michelle's strengths lie in her ability to interact with her many clients and translate difficult legal and tax issues in a way that her clients can understand.  She helps affluent clients who wish to protect their hard earned wealth.
Michelle is extremely organised and efficient and is proactive in marketing private client services. Michelle has a good rapport with work colleagues and professional contacts alike.
Specialties: Michelle specialises predominately in retirement planning and elderly client work.
She has experience in all aspects of Private Client work including:
* Preparation of Wills;
* Estate and Succession Planning;
* Powers of Attorney (creation and management);
* Court of Protection matters;
* Administration of Estates (including intestate estates);
* Deeds of Variation; and
* Creation and management of Trusts (including pilot trusts)
for high net worth individuals and families.

Education

Coventry University

University

1994 - 1998

LLB Law Degree - gained a 2:1 with honours.

LPC

Birmingham University - Demontford University

1998 - 1999

Legal Practice Course - gained a Distinction.

Testimonials

Quotes from Clients/ Client testimonials

 

 

  • ‘May I say that, from the first moment of meeting you, we have been impressed with the level of service received. I am happy to add that your interview technique especially has been a model of its kind.’, client of Michelle Gavin TEP

 

  • ‘On a personal note thank you so much for the input into our family matter. Your professionalism and exploration of all avenues has given us much confidence that my affairs are being dealt with looking at everyone’s interests.  Thank you for your expert advice and wonderful service’, client of Michelle Gavin TEP

 

  • ‘Following the completion of the major task which you and your staff undertook on our behalf and in difficult circumstances we should like to express our sincere thanks for all of your hard work, your understanding of our circumstances and your efficient resolution of our needs during the past six months. Your unfailing courtesy and co-operation, involving several visits to our home, are much appreciated, and we are very comfortable in the knowledge that our legal affairs are now in your hands.  We have completed and returned the [client] questionnaire which Michelle included in her correspondence some months ago, and in response to every question we have been pleased to record our unqualified satisfaction with your professional services.  With our renewed thanks.’, client of Michelle Gavin TEP

 

  • ‘Michelle I cannot thank you enough! Your very measured letter set the tone for a no less measured and constructive discussion.  I am now more than satisfied that the Charity Commission are aware of the need to protect the disabled so far as is reasonable.  Once again very many thanks for all of your skills and statespersonship.’, client of Michelle Gavin TEP

 

  • ‘I would like to extend my appreciation to you and Naomi. Thank you for all of your efforts and professionalism in the handling of my mum’s estate.  I am very grateful to you both at a very difficult time, I am sure my mum would like the same.’, client of Michelle Gavin TEP

 

  • ‘We would like to take this opportunity of stating how satisfied we are with the manner in which Edna’s estate has been handled. We have been very pleased and have appreciated the care and attention shown, during what has been a difficult 12 months and are grateful that the estate has been dealt with expeditiously.  We feel that we have been kept informed of progress throughout and this has been important to us.’, client of Michelle Gavin TEP

 

  • ‘It was a pleasure to meet you recently and I must compliment you on your very charming manner towards my elderly mother and, of course, your professionalism.’, client of Michelle Gavin TEP

 

  • ‘I would like to take this opportunity of thanking you for all the work that you have put in over the last few months… it has been appreciated and lovely to have worked with you.’, client of Michelle Gavin TEP

 

  • ‘I’d like to say what a pleasure it has been dealing with you; you have shown the utmost understanding and professionalism throughout, for which we thank you. Having your held and support have made things much easier for us all and particularly me’.   client of Michelle Gavin TEP

 

  • ‘I am not only grateful for this, but more generally for your help and guidance in constructing our Wills and trusts. Very many thanks indeed for your care and advice.’, client of Michelle Gavin TEP

 

Case Studies

When Harry met Sally

When Harry met Sally it was pretty much love at first sight. After a period of courtship, they took the plunge to sell their respective properties and buy ‘Tinker Cottage’ together on a 50/50 basis. They later got married, it was a second marriage for both of them.

Harry has two adult daughters from a previous relationship, Dolly and Polly and Sally has two adult sons from a previous relationship Bertie and Charlie.  

Harry and Sally came to see us to make Wills. They were clear that they wanted to take care of the survivor, whichever of them died first, but they were concerned about what might happen after first death. What if the survivor met someone else and changed their Will and then Tinker Cottage went to a new partner? What if the survivor had to go into a care home and use up the money tied up in their home? 

Harry and Sally wanted to ensure that ultimately their respective children inherited their 50% share of the Cottage and wondered what they could do. Harry and Sally wanted to ensure that things were as watertight and transparent as possible for their family.  In particular, they wanted to know more about ‘Home Protection Will Trusts’.

Well, what is a Home Protection Will Trust?   A Home Protection Will Trust is an affordable and easy way to protect your share of your home’s value.

Harry and Sally would need to own their home jointly at the Land Registry as 'Tenants in Common' to enable their respective Wills to control the ultimate destination of their share of Tinker Cottage.

Let's say that Harry were to die first. Under the terms of his Will, his 50% interest in the Cottage would pass into a Will Trust (full details of the trust - including Sally's obligations to pay the outgoings - would be set out in Will itself). This means that Sally would have the legal right to reside at Tinker Cottage and have full use of Harry's 50% share for her lifetime. On Sally's death that share of Tinker Cottage would pass to Harry’s ultimate beneficiaries, Dolly and Polly.

To be clear, Sally does not own Harry's 50% share of Tinker Cottage. Sally continues to own her own 50% interest and her Will would be in mirror format and should set out that her sons Bertie and Charlie are the ultimate beneficiaries of her 50% share of Tinker Cottage.

If, in the future, Sally meets a toy boy then she cannot change the arrangements that Harry has put in place in respect of his half share.

Should Sally need to go into long term care in the future then only her 50% interest in the cottage could potentially be utilised towards funding her long term care. Harry's share should not be taken into account.

More information on Home Protection Will Trusts can be found on the link below.

http://www.bandhattonbutton.com/wp-content/uploads/2016/08/A-guide-to-home-protection-will-trusts.pdf

For individual advice and assistance please contact Michelle Gavin, Probate and Trusts Team, Band Hatton Button LLP.

Published Cases

This solicitor hasn't yet added any Published Cases to their profile

Press Cuttings

Dementia training for law firm team
Reunited in the name of the law

Achievements

Awards

Sweet & Maxwell Prize for Best Student

Coventry University

1998

Associations & Memberships

Solicitors for the Elderly - since 2007

Older Client Care in Practice Award (OCCP) accredited by Solicitors for the Elderly

Law Society of England and Wales - since 2002

Society of Trusts and Estate Practitioners - since 2011

STEP is the leading worldwide professional association for practitioners dealing with family inheritance and succession planning.

Law Society Private Client Section - since 2005

Law Society Private Client Section

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