I specialise in tax and succession planning for owner-managed and family businesses and high net worth individuals. I am a chartered accountant and a member of the Institute of Chartered Accountants of Scotland.
My principal areas of expertise include advising on the use of family investment companies and trusts, inter-generational planning for farming families and landed estates, and in relation to UK tax residency and domicile issues. I provide clients with bespoke tax advice across all of these areas and work closely with the legal teams at Turcan Connell to deal with the implementation of appropriate tax and succession planning strategies.
I enjoy working with clients to implement their tax and succession planning. It is a privilege to help families navigate what can be a very emotional and challenging process.