Annie Pearson

Associate

I have drafted Wills for a family with multiple business interests. I have advised on estate planning and tax mitigation for clients with complex financial arrangements including blended families (second and third marriages), families with vulnerable beneficiaries such as disabled children and families with multiple trust arrangements.

I have advised Trustees dealing with Trust property on their legal position, the tax implications of proposed courses of action and the future administration of their Trust. I have established trusts and submitted applications for them to become registered Charities to the Office of the Scottish Charity Regulator (OSCR).

CPD & Training with Annie Pearson:

Trust Law: Governance and Compliance Seminar 2021/2022 On-demand

CPD
On-demand
Civil court work, Personal tax
Watch our speakers for our intermediate-level Trust Law: Governance and Compliance Seminar.

Wills, Trusts and Executries Conference 2024 On-demand

CPD
On-demand
CPD & training events, Conference|Wills, executries and trusts, Civil court work
Watch our annual Wills, Trusts and Executries Conference, where we bring together experts in the field to explore the latest insights shaping the landscape of estate planning and executries.