Our People

I advise on the laws of inheritance, succession planning and trusts and have experience of providing advice to high-net worth individuals, families, and professional and private trustees in Scottish and English jurisdictions.

I encourage lifetime planning so clients have peace of mind that their affairs are in order. I provide bespoke advice involving the preparation of Wills, Powers of Attorney, Guardianship applications and consideration of available tax-planning options.

When a loved one has died, I provide advice and assist with the executry administration of estates.

I am also part of the Wills and Trusts Disputes Team that helps clients when disagreements arise on the terms of Wills and Trusts or actions of Attorneys, Executors and Trustees.

Recent Activity

  • I have assisted clients on succession planning matters and helped them achieve their goals which included generational wealth planning taking into account tax legislation.
  • I have assisted with the administration of complex estates, including matters involving disputes between Executors.
  • I have been involved in the creation, reorganisation and administration of trusts, including charitable trusts.
  • I am completing the STEP Diploma to qualify as a Trusts and Estates Practitioner (TEP) in Scotland.