Tax planning expert Alasdair Johnstone and Caroline Pringle, specialist in estate planning, covered the essential tips for private client practitioners in 2024. They discussed some of the upcoming deadlines, planning for the year ahead and what you should be raising with your clients.
The topics included:
We also gave a brief overview of referral network activities planned for this year.
Our network, and our events, are free to join and we don’t ask for any commitment or exclusivity from our members. The benefits include a 10% referral fee, free quarterly CPD sessions and our advice line – a free 30-minute advice call for when you need extra expertise.
This event is open to anyone working at a Scottish solicitors’ firm who’d like to become a member of our network. Please feel free to share this invite with your colleagues and network.
If you are interested in the network, please email SRN@andersonstrathern.co.uk to receive updates on future topics and events.
Alasdair is a member of the Society of Trust and Estate Practitioners and a true specialist in all areas of succession planning. He works with high net worth families on tax planning, the use of trusts, partnerships and other tax-efficient structures.
In addition to his succession planning work, Alasdair also has a wide knowledge of property law, which means that he can offer holistic and comprehensive advice on client affairs, particularly for farmers and landowners. He also delivers specialist technical advice on Land and Buildings Transaction Tax and Stamp Duty Land Tax.
When dealing with powers of attorney and other issues concerning adult incapacity, Alasdair has the experience to work sensitively and effectively in this emotive and challenging area.
Caroline specialises in advising individuals, trustees and families on a broad range of personal legal matters, with an emphasis on estate planning, asset protection and capital tax (inheritance tax and capital gains tax) mitigation. This includes advising on wills, lifetime gifting, succession planning, as well as the creation, administration and termination of trusts or other tax efficient structures.
Caroline embraces the role of trusted advisor, and finds pragmatic and bespoke solutions to suit an individual’s or family’s specific needs.
She also has considerable experience with Powers of Attorney, Guardianship orders, incapacity issues in general, as well as with charities.
Caroline is a full member of the Society of Trust and Estate Practitioners (STEP) and Notary Public. She was also previously named as one of eprivateclient’s Top 35 under 35.
