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Balfour+Manson LLP

Work 0131 200 1200
Fax 0131 200 1300
Aberdeen, Edinburgh

Shona Brown

Work 0131 200 1403
Balfour+Manson LLP

Work Department

Private Client.


Partner and Head of Private Client Department. Shona specialises in will drafting, the creation and management of trusts, including personal injury trusts, succession planning, asset protection and tax mitigation both during lifetime and at the time of someone’s death. She is also experienced in the administration of complex and high value executries and related tax matters. Shona has expert knowledge of a broad range of matters including advance directives, powers of attorney, intervention orders, guardianship as well as access to funds orders. She has a particular interest in working with elderly and vulnerable clients and those who lack capacity and their families.

Shona advises the trustees of a number of substantial trusts whose principal beneficiary is vulnerable or disabled including those who have acquired their disability though personal injury.

The management of personal injury trusts means that Shona works closely with not only the trustees but health care professionals, case managers, local authorities, financial advisers and accountants.


Trained at Alex Morison & Co, Edinburgh 1994-96; Paris Steele & Co 1996-2008; Wright Johnston & Mackenzie 2008-10; Bonar Mackenzie LLP 2010-12; Balfour+Manson LLP 2012 to date; partner 2014.


Shona is registered with the Foreign and Commonwealth Office, is a member of the Society of Trust and Estate Practitioners (STEP) and holds the STEP Financial Services Certificate for Trusts and Estates. She is also a professional member of the National Association “Solicitors for the Elderly” and a Notary Public.  Shona is a Trustee on the Board of the charity Playlist for Life. 


St Hilary's School Edinburgh; University of Edinburgh (1983 Bachelor of Dental Surgery; 1993 LLB; 1994 Dip Legal Practice); STEP (2011 Trusts and Estates Practioner (TEP); 2011 Financial Services Certificate for Trusts and Estate Planning).


Gym; walking; reading; family.

Scotland: Private client

Personal tax, trusts and executries

Within: Personal tax, trusts and executries

Balfour+Manson LLP’s ‘exceptional’ practice often works closely with the firm’s welfare department to offer a ‘one-stop-shop for elderly clients’. The executry team handles high-value, complex cases, including those with an international dimension. The team also advises clients on the formation, management and taxation of all types of trust. ‘Absolutely trustworthy’ practice head, Shona Brown is ‘very knowledgeable’ and ‘pays tremendous attention to detail’. She specialises in will drafting, the creation and management of trusts (including personal injury trusts), succession planning, asset protection and tax mitigation. Karen Phillips, who joined the firm from Brodies LLP in June 2017, is ‘an excellent communicator and handles difficult circumstances well’. Phillips has particular expertise in advising high-net-worth clients on succession planning, inheritance and capital gains tax planning. Senior associate Margaret Ross is noted for her expertise in trusts and taxation.

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