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Brodies LLP

15 ATHOLL CRESCENT, EDINBURGH, EH3 8HA, SCOTLAND
Tel:
Work 0131 228 3777
Fax:
Fax 0131 228 3878
DX:
ED10 EDINBURGH-1
Email:
Web:
www.brodies.com

Susanne Batchelor

Tel:
Work 0131 656 0218
Email:
Brodies LLP

Work Department

Private client.

Position

Partner in the personal and family team. highly experienced dealing with a broad range of private client work for high-net worth individuals, specialising in estate and succession planning and inheritance tax advice. Accredited specialist in trust law and a recognised expert throughout the UK in setting up family limited partnerships. Other areas of interest include charity law, powers of attorney, guardianship and intervention orders, planning for care costs and the administration of executries.

Career

Trained A & W M Urquhart Solicitors; qualified 1999; Anderson Strathern 1999; Murray Beith Murray 2003, associate 2004; associate Brodies LLP 2008; partner 2009.

Member

Association of Taxation Technicians; Securities Institute.

Education

St Margaret’s School; The Edinburgh Academy; University of Aberdeen (1996 LLB Hons; 1997 DipLP).


Scotland: Private client

Contentious trusts and probate

Within: Contentious trusts and probate

Brodies LLP’s ‘outstanding team’ is ‘a market leader’ that demonstrates ‘cutting-edge technical knowledge’. The team handles a broad spectrum of work, including applications to the Court of Session, proving the tenor of lost wills, assisting adults with incapacity applications, negligence opinions and disputes over will validity and the winding up of estates. The team recently represented the wife of a deceased high-net-worth individual, who left an informal will, in a dispute over the estate. ‘ExceptionalAlan Barr leads the practice and brings a ‘sympathetic approach’ to family trustees, noted for an ability to ‘stand firm on particularly difficult issues’. Barr is a thought leader in wills, tax planning and trusts, and has extensive experience in related contentious matters. The ‘professionalMark Stewart and associate Angela McCulloch are recommended for their client relationship building skills. Susanne Batchelor is another key practitioner.

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Personal tax, trusts and executries

Within: Personal tax, trusts and executries

Brodies LLP’s ‘well-resourced and experienced’ team is ‘at the top of its game’, and adept at handling tax and estate planning matters for wealthy individuals and families and smaller value clients alike. It also has extensive expertise in the establishment of Family Investment Companies (FICs) and Family Limited Partnerships (FLPs); work that ‘extremely knowledgeableSusanne Batchelor is noted for, alongside her extensive cross-border asset practice. Mark Stewart leads the personal and family department while Alan Barr heads the personal tax planning group, which includes a number of chartered accountants. Other key practitioners include Norman Kennedy, who specialises in succession planning, asset protection, inheritance tax mitigation, trusts and incapacity planning; Alan Eccles, a ‘trusted adviser’ who is known for advising individuals, families, charities and family business on trust matters; and associate Leigh Gould.

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Legal Developments by:
Brodies LLP

  • Scottish planning obligations: modification and discharge – the story so far


    Planning obligations 1 (formerly agreements), which restrict or regulate the use or development of land, perform a crucial function within the planning system. In Scotland in particular, where the community infrastructure levy has not been adopted, the planning obligation continues to be the primary mechanism for the delivery of much needed local and regional infrastructure through developer contributions, often involving very significant sums. 

    - Brodies LLP

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