Elizabeth joined the firm from Scotland, where she specialised in succession and tax planning through the use of trusts and bespoke corporate structuring, including family investment companies. Elizabeth has a wealth of experience in the establishment and ongoing legal administration of trusts holding both personal wealth and corporate interests, together with an in-depth knowledge of the complex UK trust taxation regime.
Elizabeth's clients include high net worth individuals and owner-managed business owners. Her ability to advise in respect of both a client's personal wealth and corporate interests makes her a "go to" advisor for clients and intermediaries alike.
Elizabeth has over 10 years' experience working in the Private Client sector, having worked in leading Scottish firms ranked in both Legal 500 and Chambers High Net Worth Directories. Elizabeth also spent invaluable time in the Inheritance Tax, Trust and Estates Team of a multi-award winning Scottish accountancy and business advisory firm, giving her unrivalled experience in her field.
- Solicitor* - Scotland
- STEP (Society of Trust & Estate Practitioners) Member