Carole acts as executrix, trustee and advisor to a wide range of individuals, trusts, charities and family businesses and specialises in simple and complex trust arrangements particularly those for family members requiring special protection. Carole deals with matters of family conflict and frequently represents the interests of those with inheritance claims. She takes a proactive approach offering guidance on powers of attorney, guardianships, long-term care and looking after the affairs of the elderly. She has significant experience in asset protection and guiding clients through the complexities of tax planning. Her astute approach is evidenced by the specialist advice she provides to a wide range of solicitors, financial advisors and accountants throughout Scotland.
Carole is a frequent lecturer on inheritance tax planning and a member of the Society of Trust and Estate Practitioners.
"Technically she is very proficient, she knows the issues and the clients inside out."Chambers High Net Worth
"She always gives the best advice … and has the long-term view of what is best for the client. I'm very impressed by her work ethic too. She is just excellent."Chambers High Net Worth
"Strong technically and very personable."Legal 500
"Technically proficient, and her attention to detail with the specifics of the legal framework makes clients feel at ease, she puts things very succinctly and gives the possible solutions."Chambers UK Guide to the Legal Profession