Private Client Services
Phone
0131 656 5551
Address
Caledonian Exchange 19A Canning Street Edinburgh EH3 8HE
Nicole is a Partner within our Private Client team based in Edinburgh. She has over 16 years of experience in advising individuals and families on a wide range of private client matters and is an Affiliate Member of Society of Trust and Estate Practitioners (STEP).
Nicole provides a full range of Private Client services, such as dealing with the administration of estates (advising executors and beneficiaries) including contentious estates and post-death planning and dealing with the creation, administration and winding up of Trusts (advising trustees and beneficiaries). She handles Powers of Attorney and Living Wills and also provides a bespoke Wills drafting service and advice for the elder client.
Nicole has considerable experience in advising clients on Inheritance Tax planning and estate planning tailored to our clients’ needs and often works closely with financial advisors and accountants when providing advice on succession planning.
Affiliate Member of the Society of Trust and Estate Practitioners (STEP)
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