A key member of our specialist Private Client team in Edinburgh, Catriona has been advising clients for over 25 years.
She advises individuals and families on asset protection and tax efficient estate planning, including the drafting of Wills and Powers of Attorney. Catriona has a particular interest in assisting clients in assessing their assets and putting plans in place to help secure their future needs and the needs of their families, in the most tax efficient way. This can often include the preparation of detailed and complex wills.
Catriona also assists families through the executry process following the death of a loved one, including obtaining Confirmation and dealing with the tax authorities.
Catriona’s clients appreciate her calm and measured approach while providing practical solutions for their needs.