Carole has over 25 years experience in will drafting, tax planning and executry administration, with particular emphasis on the tax efficient structuring of assets . She 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 vigorously deals with matters of family conflict and frequently represents the interests of those with inheritance claims. She takes a proactive approach offering practical and friendly guidance on powers of attorney, guardianships, long term care and enjoys 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 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'
Strong technically and very personable
'Thorough, knowledgeable and diligent' and has 'exceptional client skills'
Extremely polished and attentive.
Exceptionally good with clients
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