Sara is an Executry Manager in our Private Client team in Edinburgh and Bonnyrigg, working with Partner Graeme Dickson. She has over 15 years of experience in the legal profession, specifically 10 years in Private Client, and helps clients through the whole executry administration process from start to finish, including Inheritance Tax accounts and legal rights.
A Tax Manager with Thorntons since 2021, Audrey works with Partner Morna Coutts in Edinburgh. She works closely with our Private Client teams across all our offices, as well as with other teams such as Residential Property and Family Law, and specialises in tax compliance for individuals, trusts and estates, and dealing with capital gains tax compliance.
Audrey has over 30 years’ experience working in both legal and accountancy firms. She works closely with her clients to ensure they are fully informed and kept updated throughout the compliance process.
Anne is a Senior Executry Manager in our Private Client team in Fife working with Audrey Dishington. She advises on intestate estates, testate estates, foreign estates, legal rights, appropriations, Inheritance Tax, Deeds of Variation and preparation of Executry Accounts for clients, and has over 20 years’ experience in this area. She is also a Scottish Law Accountant and has been a member of Solicitors of Law Accountants in Scotland since the 1980s.
Approachable and client-centred, Cathy is a Senior Executry Manager working in both our Cupar and St Andrews offices. She works alongside Susan Duff, Audrey Dishington and Lisa Hainey.
As an Executry Manager in our Private Client team in Cupar, Marie specialises in executries and deals with testate and intestate estates, Inheritance Tax issues and applying for Confirmation. She works with Partners Stephanie Pratt and Susan Duff, and Legal Directors Lisa Hainey and Sue Arrowsmith Rodger.
Marie has over 25 years’ experience in this area, and holds the University of Strathclyde Certificate of Performance in Specialist Paralegal Studies in Wills, Trusts and Executries.
Based in Dundee, Linda is a Tax Assistant in our Private Client team, working alongside Audrey Ford.
She helps clients deal with their tax issues, completing Self-Assessment Tax Returns and Capital Gains Tax 60-day Returns for individuals, working with our Trust clients on completing Trust Tax Returns, dealing with Estate Returns and administration period reporting, and handling any related tax compliance work.
Working with Partners Anne McKeown and Stuart Mackie, Ashley is Senior Executry Manager in our Private Client team in Arbroath.
Approachable and client-centred, she handles all aspects of executry administration, including complex Inheritance Tax estate administration and complex farming estates, with clear, practical advice and support for clients throughout the process.
Ashley has 24 years of experience in this area, and is a qualified Wills, Trusts and Executries Paralegal, as well as holding a Diploma from the Society of Law Accountants in Scotland and CLT Scotland.
Based in our Cupar office, Michelle is a Senior Executry Manager in our Private Client team, working with Partners Susan Duff and Stephanie Pratt. Michelle focuses solely on executries.
With 26 years of experience and a BA (Hons) Law with a Diploma in Conveyancing and Executry Services Law, Michelle has dealt with all aspects of Executry Law, both estate and intestate, as well as Inheritance Tax estates, and is committed to providing a first-class service to her clients.
An Executry Manager in our Private Client team, Nicole is based in our Dundee and Arbroath offices, working alongside Audrey Dishington. She looks after the administration of testate and intestate estates for clients, including the day-to-day administration of executry estates, assisting executors in the process of winding-up estate, and dealing with Inheritance Tax issues.
Working with supervising Partner Audrey Dishington, Natalie is a Trust Manager in our Dundee and St Andrews teams. Natalie assists Trustees with the management and administration of both new and old Trusts, including all Trust compliance work, winding-up Trusts, Charity administration and submission of annual accounts to OSCR. Natalie also manages the Financial Guardianship administration Clients for the firm.