As a member of the private wealth and tax team, Heather is responsible for preparing wills, powers of attorney and administering executries and trusts. She provides advice on effective tax and estate planning for individuals and families, with a particular interest in succession planning for family businesses and farming partnerships.
Heather advises families in connection with issues raised by adult incapacity, and the operation of powers of attorney in particular.
She also advises charities on matters including constitutional structure and formation, charity governance and issues concerning the receipt of legacies and fundraising. Heather assists many charities and advises on effective governance, constitutional matters and interaction with OSCR.
Admitted in Scotland.