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.
- 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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