Experienced in domestic and cross-border tax and succession matters, Morton Fraser MacRoberts acts for a diverse, high-profile, and high-net-worth client base across the full scope of personal tax, trusts, and executry matters. Carryl Beveridge heads up the group, which includes high-net-worth go-to Sue Hunter, tax planning specialist James Inglis, Carole McAlpine-Scott, who focuses on complex asset protection and tax mitigation strategies, and Catriona MacPhail. Jack Kerr, Emma Wood, and Elizabeth Sparks each come highly recommended for various instructions.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
'James Inglis is very knowable and professional. He is an excellent communicator.'
‘One is always assured of a personal service from this firm. They have handled an estate for me in a professional but friendly fashion, with a clear explanation of both costs and timescales.’
‘James Inglis is a very knowledgeable and professional person and has dealt with several of my clients' affairs. He is an excellent communicator.’
‘A very professional organisation that provides a personal service and good response times. They advocate forcefully for their clients and provide balanced advice.’
‘I find Carryl Beveridge an extremely down-to-earth person who successfully converts complex issues into easier-to-understand layman’s language.’
‘Excellent and clear explanations of issues arising during a protracted executry with complications due to beneficiaries with mental health issues and an overseas estate.'
‘Jack Kerr is a standout partner. Speedy response to incoming emails.'
'Clear, understandable communication. Immediately grasps the issues.’
‘Emma Wood is a brilliant solicitor and nothing is too much trouble.’
‘Elizabeth Sparks has been excellent in explaining everything very clearly and in following through with legal documents and processes. She is also very personable and pleasant to deal with.’
Work highlights
Advised a government agency on its template trust deeds to be used for vulnerable beneficiaries in the receipt of a payment.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Practice head
Carryl Beveridge
Other key lawyers
Sue Hunter; James Inglis; Carole McAlpine-Scott; Catriona MacPhail; Jack Kerr; Emma Wood; Elizabeth Sparks