Catriona MacPhail

Catriona specialises in estate planning and all aspects of asset protection, with a particular focus on inheritance tax planning and the transfer of wealth across generations. She regularly advises on complex tax strategies, including claims for business relief and agricultural property relief, as well as post-death tax mitigation.

She is experienced in administering both complex and contentious estates, working closely with our contentious estates litigation team where needed. Her practice also includes advising on trusts, cross-border estates, and digital assets.

Catriona is a full member of the Society of Trust & Estate Practitioners (STEP), having achieved the STEP Diploma in Trusts and Estates (Scotland) with Distinction. STEP is the leading global body for professionals in inheritance and succession planning. She is a member of the STEP Special Interest Group in Cross-Border Estates as well as the Special Interest Group in Digital Assets.

Earlier in her career, Catriona served as Legal Assistant to the Lord Justice-Clerk at the Supreme Courts of Scotland, gaining valuable insight into the workings of Scotland’s highest court.