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Margaret Ross

Margaret Ross

Senior Associate & Chartered Tax Advisor

I joined Balfour+Manson in 2011 after working in tax for a Big Four accounting firm and then for a large full service legal firm in Edinburgh as part of a team looking after the legal and tax affairs of high net worth families including their business interests and trusts.

I now head up our financial management team comprising accountants, tax advisers and our private client support manager.  This team manages financial matters for individuals and trusts as well as being able to support elderly and vulnerable clients in more practical ways also. Getting to know clients, understanding what is most important to them and being able to achieve positive outcomes for them is the most rewarding part of my job.  

Taking time to plan for the future is more important than ever in today’s busy world.  A big focus is therefore planning work, helping clients to assess what they have, make realistic plans for the future in terms of their wills, powers of attorney and financial and tax affairs and to provide for their families and dependents where appropriate. Often there is an international dimension to a client’s affairs and this must be taken into account. 

A particular specialism is the formation and management of different types of trust including liferent trusts, discretionary trusts, bare trusts, personal injury trusts, trusts for vulnerable beneficiaries and trusts arising under the terms of a will. It is important that trustees understand the legal nature of their appointment and the duties and responsibilities that come with it and we seek to ensure that trustees are well informed and able to take appropriate decisions. 

Our aim is always to be thorough in our investigations, to provide clear accounts that are easy to understand, to ensure that the right amount of tax is paid at the right time and to run a bespoke, cost-effective service that adds value.

Please contact me if you are looking for advice on any of these matters.

  • Solicitor and notary public
  • Chartered Accountant (CA) and member of the Institute of Chartered Accountants of Scotland
  • Chartered Tax Adviser (CTA) and member of the Chartered Institute of Taxation