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Alan is a Partner in our Private Client Department. He has over 20 years experience of advising on wealth preservation and succession matters. He covers all aspects of private client work including wills and executries, tax planning and trusts as well as issues relating to incapacity and the elderly.
Alan has in the past been a tutor at the University of Edinburgh Legal Practice Unit and was more recently the External Examiner for the Private Client course. He is a member of the Society of Trust and Estate Practitioners.
Alan heads up the firm's asset management team which covers financial planning, investment management and general insurance. He is an Associate Member of the Securities and Investment Institute.
He also acts for a small number of grant giving charitable trusts.
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