Heather specialises in providing personal tax and compliance related advisory services to a wide range of individuals, trusts and partnership clients, with a particular focus on landed estates and high net worth individuals.
She provides practical and commercially focused advice across personal tax, inheritance tax, capital gains tax, trusts and succession planning, helping clients preserve and transfer wealth efficiently across generations.
Alongside her client work, Heather is also passionate about developing future talent within the profession, mentoring and supporting junior members of the tax team. She is also involved in business development initiatives and works closely with professional advisers and intermediaries to support existing relationships and develop new opportunities.
Heather joined Saffery in 2013 having qualified with a smaller firm in Edinburgh.
Key experience
- Managing complex personal tax affairs for individuals, trustees and family groups while identifying planning opportunities and mitigating risk,
- Advising landed estates, farming businesses and rural property owners on succession planning and intergenerational wealth transfer strategies,
- Providing inheritance tax and capital gains tax advice in relation to business assets, agricultural property, landed estates and family investment structures,
- Advising trustees and beneficiaries on the establishment, administration and taxation of trusts,
- Supporting clients through HMRC enquiries and disclosures, helping to achieve practical and commercially focused outcomes,
- Providing advice regarding the Statutory Residence Test for individuals going overseas or returning to the UK.
Interests
Heather lives in South Ayrshire with her lively black labrador and young daughter and enjoys walks with the dog along the beach in all weather, keeping active at the gym and many visits to the park.