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- Member of the Society of Trust and Estate Practitioners (STEP) for over 20 year
- Member of the STEP Scotland Branch Committee
- STEP Advanced Certificate in Family Business Advising
I help individuals and familes through all their stages in life.
This includes not only advising families on their Wills and tax planning but also on other significant events during their lives such as planning the succession of their business.
- Advising a client on restructuring his Will to balance the distribution of his assets in the UK and in the USA including liaising with his US lawyers to ensure the wills matched one another.
- Advising clients on structuring their Wills and trusts to cope with complicated family situations to ensure that their wishes are carried out with the minimum dispute between different sides of the family.
- Advising on and implementing the setting up of a series of complex family trusts to mitigate potential tax liabilities.
- Administering a complex estate with assets in multiple countries
- I have presented seminars on tax and succession to STEP.