Pete advises clients on estate and succession planning, the formation and administration of trusts, taxation of trusts and estates, family businesses relative to personal and commercial succession, the preparation of Wills, adults with incapacity, and international inheritance and succession matters for high-net-worth clients. He has particular expertise in dealing with contentious trust, estate (testate and intestate) and pension death benefits matters for individual and business clients. Pete also has considerable experience in the field of Trust formation and administration generally and Personal Injury Trusts specifically.
As a graduate of the University of Glasgow and Glasgow Graduate School of Law in 2007 and 2008 respectively, Pete joined Turcan Connell as Partner in 2019, having previously worked with other Scottish and UK based law firms throughout his career. He is a member of the Society of Trust and the Estate Practitioners and accredited by the Law Society of Scotland as a specialist in Trusts Law and Private Client Tax, and by the Society of Trust and Estate Practitioners as a TEP. As an industry expert, he continues to publish content in a range of publications including the Journal of the Law Society of Scotland, STEP, Practical Law and Lexis PSL.
Career highlights include:
- Advised artist and charity trustee client on tax and succession matters pertaining specifically to available tax reliefs and succession to intellectual property rights specifically. Advice was tailored to ensure legacy aspect of a body of work particularly associated with the charity in question but also to ensure flexibility for the family as to managing the artist’s estate and IP going forward and beyond his death.
- Advised on contentious executry matters, including the emergence of a non-domiciled second family and accompanying claims on the estate of the deceased, involving siblingship profiling where paternity was incapable of being conclusively established.
- Advised on a contentious matter concerning the maladministration of an estate by an executor and acted for one of the beneficiaries of the estate and identified tax reliefs which had been missed and was able to resolve matters and recover tax paid in error.
- Acted in a tax and family business succession capacity for a family of high-net-worth entrepreneurs which role incorporated the administration of several trust settlements spanning decades, strategy, structure, and ownership aspects concerning a number of family business interests, and involvement with the management if a considerable asset profile domestically and overseas. This involved close working relationships with specialists in various legal practice areas and engagement with a number of professionals across numerous disciplines and jurisdictions.
- Acted for the attorney of a vulnerable adult in care where doubts had been raised about charging levels for care. Identified an anomaly in the financial assessment and charging arrangements, before entering into dialogue with the private care organisation and the local authority, identifying the issue and having the care fees (running to several thousand pounds) refunded to her. As a direct result of the work in this area, Pete has advised care residents and their families on the peculiarities of charging for care and has also advised care facilities on the rules around charging for care and drafting of residency agreements.