Kathleen acts for clients at all stages of their lives on a wide range of private client matters, including Wills, Powers of Attorney, Trusts, tax and succession planning, and the administration of estates.
She advises individuals on tax efficient succession planning, including lifetime gifting, Deeds of Variation for estate beneficiaries, and the creation, management and termination of trust arrangements. She also advises on the administration of complex and high value estates.
Kathleen acts for a broad spectrum of clients with varying family and financial circumstances tailoring her advice to best address each individual scenario.
She also assists clients with international roots, including advising on the matters regarding their UK assets and administering the Scottish estate of those who were domiciled abroad.
Qualifications: LLB (Hons) Dip LP
Joined the firm: 2016