Contact me: firstname.lastname@example.org
I am a Partner in the Private Client and Family Office Group. Based in Edinburgh, I assist individuals and their families to achieve their aims in their personal affairs.
I am also part of WJM’s market leading Family Business Team. The Team comprises lawyers from different specialisms equipped to provide support to family businesses and business families in ensuring that they have access to the specialist help and bespoke skills they need to organise their business and personal affairs.
I advise on succession, tax planning, Wills, powers of attorney and estate administration. Within these broad parameters, I help people to set up, and manage, trusts and family offices and advise on the implications of inheritance and capital gains tax. Helping older people, and their families, manage their lives is also part of my work.
Member of the Society of Trust and Estate Practitioners (STEP)
Financial Planning Certificate I & II
Writer to the Signet
I am also one of the first solicitors in the world to have passed the STEP Advanced Certificate in Family Business Advising. The qualification sets the benchmark for professionals who want to work with family business clients and further demonstrates my strong commitment to the family business field.
there’s more to me:
Spare time is a rare commodity - I juggle the challenge of a young family’s very active social diary and keeping my house, and its occupants, in order. I enjoy socialising - wine, food and friends - endeavouring to balance this with a little exercise.