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
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
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
Kirsty Preston highlights the biggest change to Inheritance Tax rules and explains the key takeaways from the Chancellor’s Autumn Budget
news 30 October 2024
When drafting Wills and Powers of Attorney in Scotland it involves unique legal requirements compared to those in England and Wales
news
Wills and succession disputes are not uncommon but a recent case reveals how far some people may go to ensure they inherit
news 7 October 2024
A friend’s husband suffering a stroke serves as a reminder as to why it’s important for everyone to have a PoA in place