James advises on Inheritance Tax planning and Capital Gains Tax mitigation, often working as part of a cross-divisional team to provide bespoke advice on personal tax issues.
James advises individuals and families on inheritance tax planning, capital gains tax mitigation, and the use of trusts for asset protection, tax planning, and charitable purposes. He regularly works as part of a cross-disciplinary team to deliver bespoke personal tax strategies tailored to clients’ circumstances.
James helps clients and advisers with the creation, variation, and administration of trusts, including Personal Injury Trusts, and provides guidance on Powers of Attorney, guardianship orders, and other matters relating to adult incapacity. He also advises executors and beneficiaries on the administration of estates, ensuring matters are handled efficiently and with a focus on tax effectiveness.
James is a full member of the Society of Trust and Estate Practitioners (STEP), the international association of private client practitioners, and a Notary Public. He tutored on the Private Client course for the Diploma in Legal Practice at the University of Glasgow for nearly 15 years.
He acts as a trustee and adviser to a number of charities, and currently serves as Chair of the National Youth Choir of Scotland. He is a former Deacon of the Incorporation of Bonnetmakers & Dyers of Glasgow and a former trustee and member of the audit committee of the Trades House of Glasgow, and is Secretary and Treasurer of the Royal Scottish National Orchestra Foundation.
James is ranked as a Leader in the Field for Private Wealth Law in the 2024 edition of Chambers UK Guide to the Legal Profession.
Power of Attorney
Trusts
Wills
Executries
Caring for the Elderly
Inheritance Tax
Tax
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