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 28 February 2024
A recent Scottish case where a DIY Will was found to be invalid resulted in the estate falling into intestacy rather than being divided in accordance with the deceased wishes
news
Kerri Dearsley was presented with the Superstar Award at the Scottish Paralegal Association Dinner Dance in Glasgow on Friday 24 November
news 30 November 2023
The ongoing legal battle regarding Aretha Franklin's two Wills highlights the difficulties in trying to identify and uphold a deceased’s true wishes
insights 30 October 2023
Thousands more could face Inheritance Tax charges as investigations into peoples’ liability to pay are increasing
insights 23 September 2023
Scots with a place in the sun are advised to take steps to ensure the ownership of their foreign home is properly protected
insights
The English case of Harbans Kaur v The Estate of Karnail Singh reinforces the value of legal rights in Scotland in protecting certain family members from disinheritance