Jacqueline Arthur

Jacqueline is a Senior Associate in the firm’s Private Wealth and Tax Team, based in Glasgow.

She provides advice and assistance to clients in relation to a wide range of personal legal matters, including the preparation of wills, lifetime tax-planning, the setting up and administration of trusts, administration of estates, and adults with incapacity matters including powers of attorney. She also has an interest in charity law. 

Jacqueline is a qualified Trust and Estate Practitioner with the Society of Trust and Estate Practitioners.  She is also a Notary Public.

 

  • Advising clients in relation to succession-planning, including preparation of wills, powers of attorney and advance directives.
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  • Providing advice in relation to Inheritance Tax-planning, legal rights planning, the protection of vulnerable beneficiaries, and general asset protection.
  • Acting in a wide range of complex executry matters, including advising executors on their legal duties and obligations, preparation of relevant Inheritance Tax reporting and dealing with complex family dynamics.
  • Creation and administration of lifetime Trusts, to include Inheritance Tax reporting and advising on ongoing compliance requirements.
  • Creation of charities, from advice regarding structure to registration with OSCR.
  • Administration of charitable Trusts, to include dealing with ongoing compliance and OSCR reporting. 

Senior Associate

M:
0774 130 4462
T:
0141 566 7263