Alan Barr > Brodies LLP > Edinburgh, > Lawyer Profile

Brodies LLP
Capital Square
58 Morrison Street
EDINBURGH
EH3 8BP
Alan Barr photo

Work Department

Private client.

Position

Alan is Head of Personal Tax Planning, based in Edinburgh, and one of Scotland’s best-known tax and private client practitioners. As well as estate planning and all that comes from that, he covers the full range of taxes. He has expertise in capital taxes and property tax issues including land and buildings transaction tax. He has contributed to authoritative publications in relation to wills, tax planning and trusts; and is a co-author of the leading book ‘Drafting Wills in Scotland’.

Alan brings a broad depth of legal knowledge and experience to transactions and planning for a wide range of clients, from very wealthy individuals to those with more modest needs – including the interface between their personal and business interests. Hugely respected within the legal and wealth planning professions, Alan is the ’go-to‘ lawyer for other professionals in this field where difficult issues require to be tackled.

Career

Trained Guild & Guild WS; qualified 1984; Brodies LLP 1997; partner 2002; Honourary fellow, school of law, The University of Edinburgh (current); co-author ‘Drafting Wills in Scotland’ (2nd edition, Bloomsbury, 2009) and ‘Tax for Litigation Lawyers’ (W Green, 2000); contributor of frequent articles on tax matters for the ‘Journal of Law Society of Scotland’ and other professional periodicals.

Memberships

Society of Trust and Estate Practitioners; Notary Public.

Education

Glasgow Academy; University of Edinburgh (1979 MA; 1981 LLB; 1982 Dip Legal Practice).

Leisure

Sport (observational role), film, food.

Lawyer Rankings

Scotland > Private client > Personal tax, trusts and executries

(Leading individuals)

Alan BarrBrodies LLP

Brodies LLP acts for several of Scotland’s wealthiest individuals and families, providing assistance with the full range of private client matters. Working in close conjunction with its family law team, the group is particularly adept advising on the establishment and administration of family investment companies and limited partnerships. Its deep and experienced bench is led by Mark Stewart (qualified in Scotland as well as in England and Wales), and includes tax planning expert Alan Barr and Angela McCulloch, who advises on winding up estates and the establishment of family investment companies. Leigh Gould has a particular focus on advising rural businesses and landowners, while Susanne Batchelor handles complex estate planning for high-net-worth individuals. Hayley Robertson is another key member of the team.

Scotland > Private client > Contentious trusts and probate

Brodies LLP combines its strength in commercial litigation with its private client capabilities to provide a broad contentious trust offering from four office locations across Scotland. Typical work includes executry disputes, winding up estates, validity of wills and various trustee issues. Mark Stewart heads the team and divides his time between the firm’s Aberdeen and Inverness offices; he acts for wealthy individuals and their family trusts, and alongside contentious issues, also advises on estate, succession and tax planning matters. He shares this expertise with Alan Barr based in Edinburg. Also based in Scotland’s capital, Christine O’Neill is a key contact for litigation, while Angela McCulloch in Glasgow assists trustees, executors and high-net-worth individuals with estate planning. Hayley Robertson (Edinburgh) is another key member of the team.

Scotland > Corporate and commercial > Corporate tax

(Hall of Fame)

Alan BarrBrodies LLP

Brodies LLP is a pre-eminent firm in the Scottish corporate tax market, fielding a deep bench of tax specialists across a broad range of areas including funds, real estate transactions, and other bespoke tax arrangements such as employee share incentives. The team is led from Edinburgh by Isobel D’Inverno, she is vastly experienced in property taxation and regularly advises real estate clients on a wide spectrum of transactions including inward investment structures, student accommodation and corporate real estate projects. Alan Barr has an impressive reputation in relation to personal and business tax issues, while Karen Davidson is a specialist in employment-related tax issues.