Charlotte Macalister TEP

Charlotte Macalister TEP

Senior Associate - Wills, Trust & Probate

024 7649 3113
Direct Dial Extension 120

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Why did you choose the law?

I studied law at A Level at King Henry VIII School and I remember coming to this firm to do some work experience at the tender age of 17. This cemented my ambition to become a Solicitor.

Tell us a bit about how you got here…

I joined the firm in 2011 to commence a training contract and qualified as a Solicitor in the Wills, Trusts and Probate Team in 2013 and have been here ever since!

I obtained my law degree from Oxford Brookes University and completed my Post Graduate Diploma in Legal Studies at The College of Law in Birmingham, gaining a Distinction.

What does your day job look like?

I consider myself to be very lucky in my role – every day I get to meet interesting people, from someone who runs their own business, right through to someone who has retired and needs help with their estate planning. My role is to understand their aims and wishes and assist them to get their affairs into good order.

My areas of expertise include Will Drafting (from straight forward to complex Wills incorporating Asset Protection Trusts), Inheritance Tax planning, the formation and administration of Trusts, Probate and Estate Administration, Lasting Powers of Attorney and Court of Protection applications (such as Deputyship and Trustee applications).

I am committed to helping and supporting our clients through what can often be a difficult time by providing clear advice in plain English to assist their understanding of complex matters.

I am a fully qualified 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 fully qualified and accredited member of Solicitors for the Elderly (SFE) .  SFE is an independent organisation that provides specialist legal advice for older and vulnerable people, their families and carers.

In 2016 I became a Dementia Friend. The Alzheimer’s Society’s Dementia Friends programme enables people to understand the condition and it changes the perception people have on dementia. The initiative makes a difference to someone with dementia as it provides others with an insight into how it may affect them.

In 2013, I won the ‘Warwickshire Young Lawyer of the Year’ award at the Warwickshire Law Society’s annual awards and in 2014, I was shortlisted in the finals of the Coventry & Warwickshire First’s ‘Young Professional of the Year’.

What Do You Like to Do Outside of Work?

My free time is spent with family and friends.  I enjoy going to the theatre, shopping, gym classes and popping out for afternoon tea.  I love going on holiday and my favourite trip so far was to Dubai, the highlight of which was the Jeep Safari Tour.

“Thank you also for your help with this – your support and guidance have been very much appreciated.”

“We are both very happy that you have made this process pain free for us so may thanks for all your help and guidance. You were very welcoming and were quick to put my sister and I at ease when we visited your office.  At a time when you are grieving and well out of your comfort zone this is very much appreciated.”

“It was a pleasure to do business with the solicitor I was allocated, apart from her professionalism she had a sense of humour. First rate service and staff very approachable.”

Charlotte Macalister – “Can I say a massive thank you for all that you have done. You have been helpful, kind, patient and understanding. You are a truly lovely person and will be forever grateful in all the help you have provided me through these tough few months.”

“I would like to say on behalf of my father and myself what a pleasure it has been dealing with yourself throughout this difficult situation, you have made the process so easy and stress free, kept us updated on everything you have done.”

“I thank you for your hard work and due diligence with regard to dealing with my late brother’s estate and your patience and understanding. It was tough at times but your help has been much appreciated.”

“I would like to thank very much for all your help this past year, it is nice to have someone you feel cares and you connect with in such difficult times, you made it a lot easier for me.”

“I really appreciate all the hard work you have put in for me. It has saved me from a lot of emotional upset, at a very difficult time . Your friendly, professional manner, keeping me informed using a sensitive and thorough approach is highly commendable. Thank you for finalising everything , I really do appreciate it.”

All of the legal and support staff at Band Hatton Button were wonderfully supportive, professional and efficient, helping me with the Estates of both of my parents in 2020. All this when working under the current constraints of the COVID pandemic. A very heartfelt thank you to the team”.

“Charlotte Macalister was extremely professional, clear, and prompt throughout our dealings.”