I specialise in tax advice, the legal structuring of family wealth and estate planning for business owners and entrepreneurs in the UK and internationally. I write wills, establish and manage family trusts, partnerships, and family/property investment companies. I also work extensively in Scottish Charity Law. I am a member of the Law Society of Scotland’s Trust & Succession Law Committee and of STEP which is a global professional body of practitioners that help families plan for their futures. I serve as a charity trustee of the Thistle Trust, as a non-executive director of Entrepreneurial Scotland and recently served on the Council of the Edinburgh Chamber of Commerce.
I find advising a real privilege. It is highly rewarding being able to get to know a family, to hear and understand their objectives, and provide legal and tax advice which helps them navigate opportunities, challenges and times of crisis.
Our aim is to optimise outcomes for clients through informed and holistic decision making and pragmatic advice. I like to build mutual trust and respect by investing in client relationships and developing an understanding of what is important now and in the future. Our team’s collective experience, drive and capability provides support and guidance for our clients that goes beyond core advice, over the long term, and often across generations of family members.