I assist clients with succession planning and executry administrations.
I advise clients on a range of matters including preparation of Wills and Powers of Attorney and the administration of Trusts and executry estates.
I have assisted clients in the administration of executry estates including estates where there is an inheritance tax liability.
I have advised clients on succession planning matters and helped them implement their wishes under the terms of their Will. This can include providing for vulnerable beneficiaries and advising on complex family relationships.
I have also assisted clients in the preparation of Powers of Attorney and can assist in the ongoing adminstration of Powers of Attorney.
I am studying towards the final exam in order to complete the STEP Diploma in Trusts and Estates (Scotland).