Tracey’s practical support on estate and executry administration draws on her detailed knowledge of finance and inheritance tax issues
Tracey McCardle is a Senior Paralegal with over 10 years’ experience in all aspects of private client work.
Before qualifying as a Paralegal, Tracey had 15 years' experience in legal offices, first as an office manager and then in finance roles. As a result, she has very good experience in cashroom procedures which serves her well in her current roll.
Tracey supports clients on all aspects of estate and executry administration and has gained experience and knowledge of inheritance tax issues, 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 cohabitee claims.
She qualified as a Scottish Law Accountant in 2007 with distinction and is a member of the Society of Law Accountants in Scotland (SOLAS).
Meet the team
We help you put clear plans in place for your family, your assets, and your wishes. That includes wills, executries, powers of attorney, trusts and tax-aware planning, explained in plain language, at your pace.
Who we help
We work with individuals, couples, business owners and family members acting as executors or attorneys. Whether you’re planning ahead or dealing with a loss, we’ll provide steady guidance when you need it.
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Our people
At your side to provide peace of mind, our people are here to listen and advise in the moments that matter most.
Meet our peoplePrivate client services
Helping you protect what matters most and putting your wishes into writing.
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At Lindsays, we believe great legal representation starts with real connections. That’s why we put people first in everything we do – working with you, not just for you.
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