I joined Balfour+Manson in 2011 and enjoy a varied role within the Private Client and Commercial teams.
Prior to this I spent several years with another large Edinburgh legal firm looking after the legal and tax affairs of high net worth families including their business interests and trusts.
My first job, after graduating with a law degree from Aberdeen University, was with an international accounting firm where I gained valuable financial and business experience, training as a Chartered Accountant and corporate tax adviser in their Glasgow office.
All of this training and experience is helpful to me in my current role advising individuals, families, trustees and business owners. Many of the issues faced by my clients are complex and my aim is always to explain the relevant legal and tax points clearly so that the client gains a good understanding of the important points and is able to make informed decisions.
I mainly deal with planning work, helping clients to assess what they have, make realistic plans for the future and to provide for their families and dependents where appropriate.
This involves ensuring they have a suitable will and power of attorney in place, understanding their family situation and their key objectives and reviewing their overall financial and tax position including income, property, pensions and investments, other savings, any business assets and any interest in trusts.
Taking time to plan for the future is more important than ever in today's busy world. Often there is an international dimension to a client's affairs and this must be taken into account.
Please contact me if you are looking for advice on any of these matters.