Alix specialises in tax and estate planning for private clients, their families and trusts. She advises primarily on Wills and succession planning, including lifetime and post death tax planning, trust law and asset protection. She has considerable experience in dealing with complex issues arising out of landed estates, including claims for reliefs such as business and agricultural property relief. She also advises on Powers of Attorney, Living Wills and local authority financial assessments for residential care.
Alix joined Turcan Connell in 2002 after graduating from University of Aberdeen (LLB Hons DipLP). She qualified as a solicitor in 2004 and was promoted to Senior Solicitor in 2007 and then Associate in April 2009. Alix was assumed as a Partner in 2014. Alix is a Notary Public and is a member of STEP's Scotland committee. She is also a former tutor on the Private Client course of the Diploma in Legal Practice at the University of Edinburgh. Alix is Chair of Turcan Connell's Summer Intern and Trainee Committee.
Sandy is a Partner with Lindsays in the Private Client team, based in Glasgow. He helps clients plan for the future, providing advice on Wills and tax planning, and has wide experience of advising executors and beneficiaries in the administration of Executry Estates, and of the establishment, administration and winding up of Trusts, for various purposes.
He also advises on the granting and drafting of Powers of Attorney, and provides guidance to Attorneys in the exercising of their duties. Sandy holds the STEP Scotland Diploma in Trust and Estates, is a member of the Society of Writers to Her Majesty’s Signet, and is highly recommended as a leading lawyer in Chambers High Net Worth 2018.
James is a Partner and Head of Private Client for Edinburgh. He joined the Firm in 2018 after spending thirteen years with a leading Private Client firm in Edinburgh.
James provides clients with tax efficient solutions in passing wealth on to future generations, both in lifetime and on death. He specialises in all aspects of the formation, administration and termination of trusts, including providing expert advice on the legal and tax implications of the use of trusts in succession planning and asset protection. James also deals with the administration of estates and has a particular interest in finding solutions for clients where matters are complex or contentious - and also advises on care fees planning for elderly and vulnerable clients.
James’ guidance on the implications of the Foreign Account Tax Compliance Act (FATCA) on trustees was adopted by the Law Society of Scotland and he continues to provide guidance to trustees, including charitable trustees, of their reporting obligations under the Common Reporting Standard (CRS). He also provides training for businesses and practitioners on the impact of FATCA and CRS. He is a member of STEP and serves as secretary on their Scottish Branch Committee. James has also tutored on the Private Client Course of the Diploma of Legal Practice at the University of Edinburgh.
Malcolm has worked in the financial services sector since 1996, and has held a variety of roles in that time. The last 12 years have been the most rewarding for Malcolm; working with Mearns & Company as a Financial Planner, Employee Benefits Director and, more recently, Client Strategy Director. He has learned a lot in this time, and helped countless individuals to secure their financial goals and achieve peace of mind. Malcolm has also worked closely with Mearns & Company corporate clients, helping them to enrich their compensation and reward strategies, drive significant cost savings and ensure delivery of a first class service.
He is a Chartered Financial Planner by qualification and experience, and a Fellow of the Personal Finance Society. In addition to this, Malcolm is a member of the Society of Trust and Estate Practitioners (STEP) having completed the STEP Diploma for Scotland with distinction. He sits on the STEP Scotland Branch Committee as the Branch Treasurer.
Adelle Seaton is the Student Liaison Officer for the STEP Scotland branch. Adelle’s branch role involves providing support to those undertaking STEP qualifications including arranging student focused conferences and social events.
Adelle is an Associate at Turcan Connell, based at the firm’s Edinburgh office. Adelle advises on succession planning including executry administration and the preparation of Wills and Powers of Attorney. She also advises individuals and families on trusts, tax planning and asset protection. Adelle is also a tutor for the University of Edinburgh's Diploma in Professional Legal Practice (the Scottish equivalent of the Legal Practice Course).
Adelle read English Literature and Classics at the University of Edinburgh, graduating with First Class Honours in 2006. Having completed the graduate entry LLB and Diploma in Legal Practice, Adelle joined Turcan Connell as a Trainee Solicitor in 2010, qualifying as a Solicitor and Notary Public in 2012. Adelle was promoted to Senior Solicitor in 2015 and Associate in 2018.
Roddy is a partner in Dentons' Trusts, Estates and Wealth Preservation practice, based in the Firm's Glasgow and Edinburgh offices. Roddy is a ranked lawyer for Private Wealth Law by Chambers and Partners and a member of the Society of Trust and Estate Practitioners (STEP).
Roddy specializes in capital taxes planning for individuals and trusts. He has experience in will and trust drafting and administration. Roddy advises entrepreneurs with succession planning for their businesses, as well as families dealing with their personal assets.
Ian is Head of Private Client at Wright Johnston & Mackenzie LLP, Solicitors in Glasgow, Edinburgh and elsewhere and has been a partner at WJM for 35 years. He is qualified in England and Wales as well as in Scotland and is accredited by the Law Society of Scotland as a specialist in trusts law. Ian has been a member of the Society of Trust and Estates Practitioners (STEP) for 28 years. He represents Scotland on STEP's Worldwide Council and, along with Alix Storrie, on the STEP UK Practice Committee; he chairs STEP's Professional Development Committee and is a member of the STEP Governance Committee.
Ian was a founder member of the STEP Business Families Special Interest Group and served as its Deputy Chair from 2007 to 2017. Ian contributed the initial chapters to the STEP/Globe Publishing books on Family Businesses (2nd edition published 2018) and Family Offices (2nd edition published 2019).
Lisa is based in the Inverness office of Chartered Accountants Saffery Champness and provides technical tax support in all business areas, with a particular interest in landed estates, residency and domicile matters, succession planning and capital taxes. Lisa is a Chartered Tax Adviser and a committee member of the Scottish branch of the Society of Trust and Estate Practitioners.
Nick is a private client solicitor, with vast experience in advising clients on a wide range of legal matters, including: Wills and Powers of Attorney; Executries (Probate); Trusts; Asset Protection; Succession Planning; and Charity Law.
Nick is a full member of the Society of Trust and Estate Practitioners (STEP), and is also qualified as a Solicitor in England and Wales, allowing him to advise clients with cross-border legal interests. Nick is the trusted legal adviser for a wide variety of clients and prides himself on using his technical expertise to provide clear, practical solutions to important, often complex, legal matters.
Whilst Nick is based in the firm’s Aberdeen office, his work often takes him outside of Aberdeen, and he is happy to meet with clients in the firm’s Edinburgh and Glasgow offices. Nick regularly speaks at events on private client topics and currently sits on the fundraising board of a large national charity.
Susie is a Senior Associate with Dentons in the Private Client team based in the Glasgow office. She advises both individuals and families on a broad range of personal legal matters, specializing in estate planning and the creation and administration of trusts. Susie has extensive experience in managing estates on death with an emphasis on complex, high-net-worth estates and has a particular interest in complex inheritance tax matters and contentious executries.
As well as drafting Wills, Trusts, and Powers of Attorney, Susie also has considerable experience with advising family businesses on succession issues and has a keen interest in charity law. Susie is a Notary Public, a fully qualified member of the Society of Trusts and Estates Practitioners and a co-opted member of the STEP Scotland branch Committee.
Roddy specialises in contentious executry matters, which encompasses a range of cases, including disputes as to: executry administration; will interpretation; challenging testamentary writings; claims for cohabitants; legal rights; trusts and judicial factory administration; claims against fiduciaries and much more. Roddy also practices more widely, in property and regulatory litigation. Since August 2018 Roddy has been a Standing Junior Counsel to the Advocate General.
In addition to his written practice, Roddy regularly appears in courts throughout Scotland, including the Land Court. Roddy is also instructed in mediations and arbitrations. Roddy is a member of STEP and he regularly writes and presents on aspects of ‘contentious succession'. He is (slowly) authoring a book on the subject of contentious executries. Prior to calling to the Bar, Roddy was a solicitor in private practice for 15 years and experienced of a broad range of disputes including: sports discipline cases; adults with incapacity; tax and insolvency; and health and safety regulation. In addition to his legal career, Roddy was a retained fire fighter for 6 years.
Laura is a Partner in Private Client Division within Blackadders LLP, Dundee office. She has experience in dealing with Wills, Trusts, Taxation, Charities, Executry Estates and Adults with Incapacity including Powers of Attorney, Guardianship Orders and Financial Management.
Laura is the National Tutor and examiner for the Wills and Executries module of the STEP Diploma for Scotland.