Stephanie advises clients throughout Fife, Perthshire and further afield in all aspects of succession planning. Not only does Stephanie advise clients on Wills and Powers of Attorney she works closing with our Agricultural team advising farmers and land owners on their succession planning needs.
Stephanie also has a keen interest in advising trustees of both private and charitable trusts along with dealing with taxation issues for both trusts and individuals. She is also involved in assisting elderly clients manage their finances.
Stephanie is a member of the Society of Trust and Estate Practitioners (STEP)
Accreditations
Stephanie Pratt's Blog Entries
Technology and succession planning – What will happen to your digital estate?
For the vast majority of the population our lives are increasingly consumed by digital technology, social media and the internet. It is…
Posted on 17th January 2019
How grandparents can help grandchildren with nursery, school or higher education costs in a tax efficient way
Having a family can be costly, so preparing early for future educational costs should be carefully considered. Recent statistics estimate…
Posted on 12th December 2018