Susie advises clients on all aspects of inheritance and asset protection. She is experienced in drafting wills and in inheritance tax planning. She deals with all aspects of powers of attorney, including drafting and assisting clients in the operation of powers of attorney. Susie assists clients in the management of their investments, liasing with stockbrokers, financial advisers and collective investment managers.
Susie has extensive experience in the winding up of estates, including post death inheritance tax planning through use of deeds of variation.
Susie also advises on Trusts, from the drafting of Trust Deeds through administration of Trusts, Trust accounting and dealing with assets passing out of Trusts to beneficiaries. Susie's work includes the administration of a number of charitable Trusts.
Susie has been a Tutor in Private Client for the Diploma in Legal Practice at Strathclyde University from 2004 to date.
Qualifications: LLB (Hons) Dip LP, Investment Advice Certificate
Joined the firm: 2014