Elizabeth (Beth) is an Associate and Notary Public in our Private Client team.
Beth is an Associate in our Private Client team, advising individuals and families on succession planning, inheritance tax, and the use of trusts for asset protection. She supports clients with the administration of executries and trusts and prepares Wills and Powers of Attorney tailored to their long-term goals.
Beth helps clients and advisers with strategic estate planning, guiding them through complex personal and financial arrangements to ensure wealth is preserved and passed on efficiently. She is known for her approachable style and commitment to finding practical solutions that reflect each client’s unique circumstances.
Beth holds an LLB in Scots Law from the University of Edinburgh and a Diploma in Professional Legal Practice from the University of Glasgow. She trained with MFMac and qualified in 2021. She is a Notary Public and a full member of the Society of Trust & Estate Practitioners (STEP), a globally recognised body for professionals in inheritance and succession planning, having completed her STEP Diploma with Distinction in 2024.
We are often approached by clients who have received advice that they should consider gifting their house to their children as a means of avoiding this being sold to meet ongoing care costs in the future, or to minimise their Inheritance Tax liability on their death. However, the reality of a gift of the family home is not straightforward and there are many points to be considered.
No matter what form an asset takes, it should (in almost all cases) be considered part of your estate and therefore serious thought should be given as to how it will be dealt with after your death. Digital assets are no different.
Recent statistics suggest that as few as 1/3 of people have made a Will detailing what will happen to their properties, money and other tangible assets on their death and have put measures into place to ensure that their estates are dealt with in accordance with their wishes. However, in an increasingly digital age, a huge amount of our lives and some of our most important possessions now reside in a completely digitised format and it is apparent that even fewer people have considered how these might be dealt with on their death.
From our offices we serve the whole of Scotland, as well as clients around the world with interests in Scotland. Please complete the form below, and a member of our team will be in touch shortly.