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Scottish Referrals Network: Comparing Private Client Law in Scotland vs England & Wales
Subject: Scottish Referrals Network: Comparing Private Client Law in Scotland vs England & Wales
Date: 21st November 2023
Time: 12:00 pm - 1:00 pm
In our free CPD webinar for our Scottish Referrals Network, private client experts Robert Cole and Carole Tomlinson explored the key differences between Scots and Anglo-Welsh law across relevant private client areas.
They examined the differences between the two jurisdictions, identified when the law of England & Wales may apply and provided practical solutions which can be used by private client lawyers.
The topics included:
Succession and intestacy
Powers of attorney
The Scottish Referrals Network
Our network, and our events, are free to join and we don’t ask for any commitment or exclusivity from our members. The benefits include a 10% referral fee, free quarterly CPD sessions and our advice line – a free 30-minute advice call for when you need extra expertise.
This event is open to anyone working at a Scottish solicitors’ firm who’d like to become a member of our network. Please feel free to share this invite with your colleagues and network.
Robert is a private client solicitor qualified in England and Wales, and working towards dual qualification in English and Scots law. Robert is also studying for his Society of Trust and Estate Practitioners [STEP] qualification.
He advises on wills, trusts, deceased estates administration, powers of attorney, inheritance tax planning, and cross border advice.
Outside of work, Robert enjoys spending time with his family, playing music, and attempting to keep fit.
Carole leads our private client team. Being dual-qualified in Scotland and in England and Wales and with many years of experience in advising high net worth individuals and landed families on their succession planning, she is perfectly placed to provide advice to clients with assets both north and south of the border. She also leads the client relationships for a range of families, trusts and large rural estates. As a specialist in trusts, estates and succession law, her aim is always to get to know and understand her clients and thereby help them with the complexity of the issues that they face.
In addition to setting up and administering trusts, Carole has a particular expertise in restructuring and complex trust variations. She is accredited by the Law Society of Scotland as a Specialist in Trusts Law and is a member of the Society of Trust and Estate Practitioners [STEP].
With a special interest in advising family businesses, Carole leads our dedicated Family Business sector group and holds the STEP Advanced Certificate in Family Business Advising.
Beyond the numerous challenges of her busy career with Anderson Strathern, Carole enjoys quality time with her family, looking after her dogs, and cooking.
Our CPD events run quarterly throughout the year and future events will be posted on our website.
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