Caroline Fraser > Lindsays > Dundee, Scotland > Lawyer Profile

Lindsays
SEABRAES, 18 GREENMARKET
DUNDEE
DD1 4QB
Scotland

Work Department

Private Client Services

Position

Caroline is a Partner in Lindsays’ Private Client team in Dundee. She advises individuals and families on a broad range of personal affairs such as the creation and revision of Wills, Powers of Attorney, elderly client advice and the administration of executries, including contentious estates and post-death planning. Caroline has a particular interest in Trust Law and regularly advises clients on the formation, variation and termination of private and charitable trusts and associated taxation matters.

Caroline also has a keen interest in succession planning and has considerable experience in advising clients on inheritance tax and general estate planning, often working closely with other financial and taxation professionals. She thrives on helping her clients with life planning for the benefit of themselves and their families, always taking into account their individual and unique needs.

Career

Trained – Miller Hendry (2006-2008; Miller Hendry 2008-2020 – Solicitor 2008-2010; Senior Solicitor 2010-2013; Associate 2013-2016; Partner 2016-2020; Head of Private Client Department – 2020; Lindsays LLP 2020 – present – Partner

Memberships

Society of Trust and Estate Practitioners (STEP)

Education

University of Dundee – LLB(Hons) 2001-2005; Diploma in Legal Practice 2005-2006; (STEP) Diploma in Trusts and Estates (Scotland) 2013 – Distinction and Award Winner

Lawyer Rankings

Scotland > Private client > Personal tax, trusts and executries

Empathetic, professional and totally committed to responding to client needs’, Lindsays’ team has a track record in drafting wills and advising on estate and succession planning matters, as well as the full gamut of tax planning issues, with an emphasis on inheritance tax and capital gains tax mitigation. The team, which is led by Grant Johnson, continues to grow year on year: joining the team in September 2020 from Miller Hendry, Caroline Fraser is best known for her strength in trust law including the formation and termination of private and charitable trusts. Sandy Lamb has extensive experience in the administration of executry estates.