Administering executries can be a time consuming exercise where neither client nor solicitor is fully satisfied. This conference will consider where the process can be made more efficient and what steps the prudent lawyer can take to ensure that both solicitor and client achieve the results they are looking for.
This comprehensive conference is a must for all private client practitioners who want to ensure that they get the right result for them and their clients.
Susanne Beveridge is a Partner with Brodies LLP and deals with a wide range of private client issues. Susanne is accredited by the Law Society of Scotland as a specialist in Trust Law. She is a member of the Association of Taxation Technicians and the Securities Institute and is a regular contributor of articles to journals and to the press. She is a former tutor in private client at the University of Edinburgh’s Diploma in Legal Practice.
Alexis Graham is a Senior Solicitor within the Private Client department at Maclay Murray & Spens LLP. She acts for a wide variety of clients and primarily deals with Wills, Trust formation and administration, complex executries, taxation and inheritance tax planning. She is also a member of the Society of Trust and Estate Practitioners.
Carole Hope heads the Executry Group within Murray Beith Murray. She has advised on the preparation of wills and the administration of executries for nearly 30 years and has a particular interest in aspects of cross-border succession as well as being regularly consulted on contentious and complex estates. Carole is also qualified in England and is a member of STEP and a board member of the Franco-British Lawyers Society.
Laura Jamieson is a chartered tax advisor with French Duncan LLP. Specialising in family companies and their associated tax issues, Laura advocates clear communication between clients, their advisors and HMRC – resulting in agreements being achieved at an early stage.
Mark Stewart is a Private Client Partner of Brodies, based in Aberdeen. His practice focuses on Estate Planning, Asset Protection and Trust Management issues. Mark is the Chairman of STEP Scotland and is a regular speaker in the area of private client law and capital taxation. Mark is accredited by the Law Society of Scotland as a specialist in Trusts Law and, in addition to being a practising solicitor in Scotland, Mark is also qualified as a solicitor in England and Wales.
Gillian Wrigley is a Chartered Accountant and Chartered Tax Adviser. She is a partner in the Glasgow office of French Duncan LLP, pecialising in tax advice to wealthy families and owner managed businesses. Dealing with a wide variety of work, she is often asked to “tidy up” trusts and estates that have been bereft of professional advice. She has prepared and delivered training material for the Institute of Chartered Accountants of Scotland as well as for one of the "Big 4" accounting firms.