What can Catriona do for you?
Catriona is a trusted adviser (she is both a solicitor and chartered tax adviser) and helps individuals and families with high value and complex wealth planning and protection including:
- Preparing tax efficient wills and lifetime trusts
- Advising business owners on pre-sale exit planning, maximising valuable reliefs available
- Advising and establishing family investment companies
- Fulfilling philanthropic objectives through charitable trusts
- Providing personal tax advice with a particular focus on capital taxes
Supporting your ambitions
Catriona takes time to get to know her clients, understanding their concerns and aims for the short, medium and longer term and she develops proactive long term professional relationships. She often advises several generations of the same family, working to deliver long term strategies.
Many of Catriona's clients are business owners and entrepreneurs who want to make appropriate wealth planning decisions at every stage of their business life cycle.
What do others say?
Catriona was described by a leading KC in Legal 500 as "a really excellent lawyer" who "combines common sense and a sharp sense of humour with a really sharp intellect and a very strong grasp of the legal principles and their tax consequences"