Tax planning expert Alasdair Johnstone and Caroline Pringle, specialist in estate planning, covered the essential tips for private client practitioners in 2024. They discussed some of the upcoming deadlines, planning for the year ahead and what you should be raising with your clients.
The topics included:
Planning for changes to capital gains tax allowances
Potential pitfalls when dealing with LBTT and ADS
IHT planning and a review of available exemptions
Compliance obligations – Trust Registration Service and Register of Persons Holding a Controlled Interest in Land
We also gave a brief overview of referral network activities planned for this year.
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.
If you are interested in the network, please email SRN@andersonstrathern.co.uk to receive updates on future topics and events.
Meet our speakers
Alasdair Johnstone, Partner
Alasdair is a member of the Society of Trust and Estate Practitioners and a true specialist in all areas of succession planning. He works with high net worth families on tax planning, the use of trusts, partnerships and other tax-efficient structures.
In addition to his succession planning work, Alasdair also has a wide knowledge of property law, which means that he can offer holistic and comprehensive advice on client affairs, particularly for farmers and landowners. He also delivers specialist technical advice on Land and Buildings Transaction Tax and Stamp Duty Land Tax.
When dealing with powers of attorney and other issues concerning adult incapacity, Alasdair has the experience to work sensitively and effectively in this emotive and challenging area.
Caroline Pringle, Partner
Caroline specialises in advising individuals, trustees and families on a broad range of personal legal matters, with an emphasis on estate planning, asset protection and capital tax (inheritance tax and capital gains tax) mitigation. This includes advising on wills, lifetime gifting, succession planning, as well as the creation, administration and termination of trusts or other tax efficient structures.
Caroline embraces the role of trusted advisor, and finds pragmatic and bespoke solutions to suit an individual’s or family’s specific needs.
She also has considerable experience with Powers of Attorney, Guardianship orders, incapacity issues in general, as well as with charities.
Caroline is a full member of the Society of Trust and Estate Practitioners (STEP) and Notary Public. She was also previously named as one of eprivateclient’s Top 35 under 35.
Subscribe here
Our CPD events run quarterly throughout the year and future events will be posted on our website.
If you’re interested in learning more about our Scottish Referrals Network please contact us at SRN@andersonstrathern.co.uk.
You can also subscribe below to be the first to hear about our upcoming CPD sessions.
We use essential cookies to make our site work. We’d also like to set analytics cookies that help us make improvements by measuring how our site is used.. Clicking 'Reject all' only enables essential cookies. For more detailed information about the cookies we use, click here. For further control over which cookies are set, please click here.
Our use of cookies.
You can learn more detailed information in our Privacy Policy
Some cookies are essential, whilst others help us improve your experience by providing insights into how the site is being used. The technology to maintain this privacy management relies on cookie identifiers. Removing or resetting your browser cookies will reset these preferences.
Essential Cookies
These cookies enable core website functionality, and can only be disabled by changing your browser preferences.
Google Analytics Cookies
Google Analytics cookies help us to understand your experience of the website and do not store any personal data. Click here for a full list of Google Analytics cookies used on this site.
Third-Party Cookies
Third-Party cookies are set by our partners and help us to improve your experience of the website. Click here for a full list of third-party plugins used on this site.