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Balfour+Manson LLP

56-66 FREDERICK STREET, EDINBURGH, EH2 1LS, SCOTLAND
Tel:
Work 0131 200 1200
Fax:
Fax 0131 200 1300
DX:
ED4 EDINBURGH
Email:
Web:
www.balfour-manson.co.uk
Aberdeen, Edinburgh

Shona Brown

Tel:
Work 0131 200 1403
Email:
Web:
www.balfour-manson.co.uk/our-people/shona-brown/
Balfour+Manson LLP

Work Department

Private Client.

Position

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.

Career

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.

Member

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 an accreditedl 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. 

Education

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).

Leisure

Gym; walking; reading; family.


Scotland: Private client

Personal tax, trusts and executries

Within: Personal tax, trusts and executries

Balfour+Manson LLP’s team acts for trustees, beneficiaries and high net worth individuals, predominantly on the management and taxation of trusts, with a view to mitigate inheritance tax, and the drafting or rectification of wills. In addition the team, assisted by two welfare managers, regularly advises on incapacity, powers of attorney and guardianship, and in a recent case determined that a guardianship order needed revising. Practice head Shona Brown has a particular interest in working with elderly and vulnerable clients and those who lack capacity, while senior associate and qualified accountant Margaret Ross advises on tax, cashflow forecasting and asset allocation.

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