Claire is experienced in all aspects of estate planning and asset protection, including the administration and formation of trusts, preparation of wills and powers of attorney, inheritance tax mitigation and executry administration.

Claire is a full member of the Society of Trust and Estate Practitioners (TEP), and a qualified Chartered Tax Advisor (CTA).

In her PSL role, Claire ensures that the team has the knowledge and support required to support the team in delivering high-quality client service. She has an interest in the use of technology to drive efficiencies in working practices, and liaises closely with our Smarter Working team.

Areas of practice include:

Private Client

Admitted

2008: Scotland

Relevant experience

Claire has wide experience of the various aspects of private wealth, tax and charity law, including:

drafting wills, powers of attorney and living wills;
providing estate planning advice to high-net-worth clients;
dealing with the administration of trusts and estates;
advising charitable bodies in relation to their governing documents and ongoing duties, and to trustees in relation to their responsibilities under charity and trust law; and
liaising with the Office of the Scottish Charity Regulator in relation to the registration of new charities and the reorganisation of existing bodies.

In her PSL role, Claire ensures that the team has the knowledge and support required to support the team in delivering our high quality of client care. Claire has an interest in the use of technology to drive efficiencies in working practices and liaises closely with the firm's Smarter Working team.