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
The legislation protecting adults who no longer have mental capacity is under review – however, early planning can prevent issues arising
insights
In the latest issue of Lindsays Life we offer some advice on what to do if you lose your Will and how to prevent it happening in the first place
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Pension changes announced in the 2024 UK Budget could affect younger families more than they expect. Doran Mitchell explains more in the latest issue of Lindsays Life
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If you or a family member receive a lump sum due to an injury, a PI trust can help manage and protect the funds as part of your financial planning
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Planning to travel abroad this year? Why not put a PoA in place as insurance against future unknowns – a trusted person can then act on your behalf should the need arise
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Including a liferent in your Will can be a helpful way to provide for someone during their lifetime while making sure certain assets eventually pass to others as you wish