Situated in the firm’s wider corporate and real estate practices, the personal tax and trusts team at Morton Fraser MacRoberts is well equipped to handle the full range of inheritance tax planning, executry administration and related regulatory issues. Private client specialist Carryl Beveridge leads the team, regularly handling succession and tax planning matters, while Catriona MacPhail assists high-net-worth individuals and estate landowners on planning and trust management. Jack Kerr, Carole McAlpine-Scott, James Inglis and Sue Hunter further bolster the team’s expertise in personal injury and charitable trusts mandates.
Testimonials
Collated independently by Legal 500 research team.
‘Jack Kerr is extremely able, knowledgeable and hard working. He makes himself available for his clients.’
‘James Inglis and his team run a very professional practice, putting clients at ease, passing queries and actions to different teams within the business as required.’