Experience

Harper Macleod LLP

• United Kingdom
• Law Practice
• 200 - 300 Employee

• .

  • Oct 2021 - Present

  Proving Advice in relation to Wills; Powers of Attorney; Guardianships. Executry Administration, Trusts: planning; preparation and administration. Income Tax; Capital Gains Tax and Inheritance Tax planning and Preparation of relevant IHT; Personal and Trust Tax Returns Proving Advice in relation to Wills; Powers of Attorney; Guardianships. Executry Administration, Trusts: planning; preparation and administration. Income Tax; Capital Gains Tax and Inheritance Tax planning and Preparation of relevant IHT; Personal and Trust Tax Returns



Campbell Riddell Breeze Paterson

• Executry, Trusts & Tax Manager

  • Apr 1998 - Oct 2021

  Dealing with ongoing Trust & Estate Administration, Preparing Wills & Powers of Attornery, Administering Powers of Attorney and Financial Guardianships, providing complex planning in respect of UK Inheritance Tax and Income Tax. Preparation and completion of Personal Tax Returns, Trust & Estate Tax Returns. Full liasion with Stockbrokers, Financial Advisers and other product providers to complete relevant planning schemes to mitigate Inheritance Tax and Income Tax where relevant. Preparation of relevant Deeds to set up appropriate Trust in respect of Tax planning and Vulnerable Beneficiaries and the process administration of Executries from first meeting to conclusion taking into account the relevant Law, Forms and liasion will all Government Offices etc in order to complete the adminisrtation of the Estate. Show less



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Charities; Trusts & Tax Assistant

  • Mar 1994 - Apr 1998