Contact me: firstname.lastname@example.org
I help clients with all aspects of their estate planning including the legal, financial, family and tax implications.
Head of the Private Client team and Head of WJM’s Family Office Service.
Estate planning including particularly complex inheritance tax and capital gains tax issues
Advising on, drafting and re-structuring tax-efficient trusts and wills
Powers of attorney and general financial administration.
Advising business families and owner-managers on succession and bringing a Private Client perspective to corporate and commercial transactions
Head of our Trusts and Tax Consultancy Service which we offer to other firms of solicitors and accountants.
Dual qualified as a solicitor in Scotland and England & Wales and accredited by the Law Society of Scotland as a Specialist in Trusts Law
Member of Society of Trust and Estate Practitioners (STEP), Council member of STEP Worldwide, Deputy Chairman of STEP Business Families Group
Member of CLARITY (Campaign for Plain English in the Law)
Regular speaker at seminars on subjects from tax to business families, estate planning to Plain English.
there’s more to me:
I have been a keen sailor all my life and have been involved in yacht racing and the organisation of races and other sailing events on the Clyde and nationally for over 30 years. I currently own a Sigma 36 which is based at Largs on the Firth of Clyde and I am delighted that many of my colleagues have been able to come sailing with me, some of them more than once!