Private Client Services
Phone
01382 317015
Address
Seabraes House 18 Greenmarket Dundee DD1 4QB
Caroline is a Partner in our Private Client team in Dundee. She advises individuals and families on a broad range of personal affairs such as the creation and revision of Wills, Powers of Attorney, elderly client advice and the administration of executries, including contentious estates and post-death planning. Caroline has a particular interest in Trust Law and regularly advises clients on the formation, variation and termination of private and charitable trusts and associated taxation matters.
Caroline also has a keen interest in succession planning and has considerable experience in advising clients on inheritance tax and general estate planning, often working closely with other financial and taxation professionals. She thrives on helping her clients with life planning for the benefit of themselves and their families, always taking into account their individual and unique needs.
news 27 January 2025
We are delighted to welcome Lauren Beachamp to our Edinburgh Private Client team as a Solicitor.
insights 20 January 2025
Shiona Wylie explores the validity of DIY Wills under Scottish law and the potential pitfalls they may present
insights 18 December 2024
Caitlin Connolly highlights the importance of a Power of Attorney to avoid costly court battles, as seen in a recent Scottish court case
news 3 December 2024
A PoA should be put in place sooner rather than later - it’s time to change the perception that they are only for the elderly
insights 27 November 2024
Yes, if you want the people you hope and expect to inherit from your estate to receive the assets you wish them to have
news 13 November 2024
Kirsty Preston highlights the biggest change to Inheritance Tax rules and explains the key takeaways from the Chancellor’s Autumn Budget