Ross is an associate within the firm’s private client department. He completed his traineeship with BTO in 2009 and returned to the firm in 2012 to specialise in Wills, Trusts, Tax Planning and Estates.
Ross has experience in advising individuals on inheritance tax planning and asset and family protection through the drafting of Wills and Trusts. He is able to advise on the various options open to clients in terms of lifetime tax and estate planning.
Ross has a particular interest in clients with business interests and the options open to them in terms when outlining their succession plan. He is able to offer practical and pragmatic advise on the various relevant factors to take into account and the tax implications when clients are thinking of selling the business or passing it on for the benefit of future generations.
Ross also deals with all aspects of the administration of both testate and intestate estates from submitting applications for Confirmation to the ingathering and distribution of assets to the beneficiaries and production of executry accounts. He is able to advise on the options open to beneficiaries in terms of the variation of estates. In addition to this, Ross advises executors and beneficiaries on Inheritance Tax, Capital Gains Tax and Income Tax, and in particular the possible tax planning options open to them.
Ross also has an interest in adults with incapacity matters. He is well versed in the drafting and administration of Powers of Attorney, and often advises both grantors and Attorneys as to their options, rights and responsibilities. He also has experience in dealing with Guardianship matters, including lodging applications with the court and subsequent guardianship administration.
Ross is a member of the Society of Trust and Estate Practitioners (STEP), having been awarded the STEP Diploma in Trusts and Estates (Scotland) with distinction. STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning.