Private Client Services
Phone
01382 347022
Address
Seabraes House 18 Greenmarket Dundee DD1 4QB
Tracey is a Senior Paralegal with over 10 years’ experience in all aspects of private client work. Before that, Tracey had 15 years' experience in legal offices as office manager and in finance roles, as a result she has very good experience in cashroom procedures which serves her well in her current roll.
Tracey cover all aspects of Estate and Executry Administration and has gained experience and knowledge relating to inheritance tax, including the application of various reliefs and exemptions such as taper relief and transferable nil rate bands. She also has experience in dealing with Succession and Co-habitee claims in accordance with Section 9 of the Family Law (Scotland) Act 2006.
Tracey qualified as a Scottish Law Accountant in 2007 with distinction and is a
member of the Society of Law Accountants in Scotland (SOLAS). In addition she has been lecturing for Solas in Cashroom Administration and the feeing of business
accounts for the past few years.
insights
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
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 28 October 2024
Wills and succession disputes are not uncommon but a recent case reveals how far some people may go to ensure they inherit