My primary areas of practice include succession planning for individuals and the administration of trusts and executries. As part of estate planning, I regularly prepare documentation such as Wills, Powers of Attorney and trusts. I provide inheritance tax advice to individuals as well as trustees and executors. Personal injury trusts are also a particular focus of mine. I have completed the Society of Trust and Estate Practitioners (STEP) Diploma in Trusts and Estates (Scotland), having qualified with distinction. I am also a member of the Committee for the STEP Scotland Branch.
My approach to working with clients is always a personable one. I wish to be a friendly face that clients can rely upon for accurate, practical advice that is always specifically tailored to their needs.