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 20 July 2022
Receipts from IHT have risen significantly in 2021/22. With this trend predicted to continue, there are ways to mitigate tax.
insights 13 July 2022
A positive way that high net worth individuals can reduce their inheritance tax liability is by donating funds to charitable organisations in their Will
news 13 May 2022
Maeve Wynne-McCorry explains the changes to HRMC’s Trust Registration Service and Registers of Scotland’s new Register of Persons Holding a Controlled Interest in Land
news 9 May 2022
A growing number of families may be risking tax bills when they support grown-up children financial during the current cost of living crisis
news 5 May 2022
The Scottish Paralegal Association (SPA) actively promotes the profession in the industry and represents the interests of Paralegals across Scotland
news 20 April 2022
The assumption your assets will be automatically passed on to your loved ones often results in expenses and stress