Stephanie is a Trust Manager in our Dundee and Angus Private Client teams.
Working alongside Partner Stuart Mackie, Stephanie handles the management and administration of trusts including all Trust compliance work, winding up trusts, charity administration and submission of annual accounts to OSCR. She can also advise on the completion of the Inheritance Tax (IHT) 10 year charge. Stephanie has over 6 years’ experience working on all manner of Trust’s from Charitable Trust’s, Discretionary Trust’s, Liferent and Personal Injury Trust’s
She is well known by her clients for both her eye to detail and her clear, transparent and reliable approach.
Stephanie is also qualified with the Society of Law Accountants of Scotland (SOLAS).