Alan Barr > Brodies LLP > Edinburgh, Scotland > Lawyer Profile

Brodies LLP
15 ATHOLL CRESCENT
EDINBURGH
EH3 8HA
Scotland
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 > Corporate and commercial > Corporate tax

(Hall of Fame)

Alan BarrBrodies LLP

Brodies LLP fields a team of dedicated, full-time tax specialists who advise across an array of real estate and corporate transactions in addition to related disputes. Isobel D’Inverno fronts the practice and is particularly knowledgeable of both Land and Buildings Transaction Tax (LBTT) and Stamp Duty Land Tax (SDLT) and is particularly well placed to support on the structuring of inward investments; she regularly serves as advisor to the Scottish Government and Revenue Scotland alongside Alan Barr, an authority on the full array of personal and business tax matters. Other standout names include Karen Davidson, an expert in respect of the private equity and corporate transactions, as well as senior associate Heather Gibson who often advises overseas corporates on arising tax responsibilities.

Scotland > Private client > Personal tax, trusts and executries

(Leading individuals)

Alan BarrBrodies LLP

Based in Aberdeen and led by the dual-qualified Mark Stewart, Brodies LLP fields an ‘impressive and very competent team’ covering estate planning for wealthy families, succession planning, tax planning and executrices for a steady roster of high-net-worth clients. The group is also active in setting up family investment companies. Tax planning matters are led by Alan Barr, who is singled out for his expertise in property tax issues including land and buildings transaction tax. In Glasgow, Norman Kennedy‘s practice covers inheritance tax mitigation, trusts and incapacity planning. Also of note is Susanne Batchelor, who specialises in complex estate planning and receives regular instructions from English law firms on cross-border issues.

Scotland > Private client > Contentious trusts and probate

Brodies LLP has a well-regarded private client practice which combines its strength in commercial litigation to offer an extensive contentious trust offering. Spread over four locations in Scotland, the team covers disputes pertaining to business assets, validity of wills, winding up of estates and executry disputes. The Aberdeen-based Mark Stewart leads the practice with Christine O’Neill, which features tax specialist Alan Barr, and Susanne Batchelor, who focuses on complex estate planning matters. Other areas of activity include handling claims of breach of trust and actions to remove trustees. Over in Glasgow, Angela McCulloch acts for trustees, executors and individuals on estate planning.