Pamela is a Senior Associate in our Private Wealth and Tax team, based in our Glasgow office.

She provides advice and assistance to individuals and families in relation to a wide range of personal and legal matters, including tax  and succession planning, the preparation of wills and powers of attorney, the creation and administration of trusts (including charitable trusts) and the administration of estates. Pamela also advises on power of attorney administration.

 

  • 2014: Scotland

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  • Providing advice to a high-net-worth client in relation to the setting up of a charity following the sale of an interest in a company.
  • Advising a philanthropic donor on making significant and/or regular charitable donations.
  • Advising Charitable Trustees on the process of winding up a charity and liaising with the Scottish Charity Regulator (OSCR).
  • Advising on tax-efficient succession-planning for high-value clients.
  • Advising a family with a farming business on succession planning.
  • Advising high-value family businesses in relation to succession planning and wealth protection for future generations.
  • Advising on tax-efficient succession-planning following the sale of a family business.
  • Administering a complex, historic estate where the beneficiaries were not easily identifiable, and seeking authority and approval from a governing body in relation to the distribution of the estate.
  • Administering a complex, contentious estate, with significant assets.
  • Providing advice in relation to the creation of a Family Investment Company.
  • Appointing and advancing assets out of Trust, as well as providing advice in relation to the winding up of Trusts.
  • Providing advice in relation to gifting.

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Further information:

  • Member, Society of Trust and Estate Practitioners (2020)

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disabling barriers scotland founding member
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investors in young people platinum
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law society of ireland
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