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Alison Beattie

This user account status is Approved

Aberdeen, Aberdeenshire

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0845 003 8780

01635 574 160

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I am a Capital Taxes specialist delivering Inheritance Tax, Capital Gains Tax and Trust advice. I am a qualified CTA and member of STEP with over 20 years’ experience.

I work closely with families and individuals to provide specialist tax planning advice leading to substantial tax savings and preservation of wealth for future generations.

I worked in practice for many years before starting my own business.  I am happy to work directly with indivuals and also with professional firms of accountants or lawyers who don't have this in-house expertise.  When working with professional firms I am able to help with tax issues to provide added value to the client relationship.  I can either work directly with the client or behind the scenes.

Recent cases I have been involved with are:

  • Advising clients on structuring their businesses in order to qualify for the available reliefs for Inheritance Tax
  • Advising on Trust Tax planning pre and post 10 year anniversary
  • Advising clients on the use of Trusts to fund School and University fees
  • Advising on the trading activities to be undertaken by a new landed estate in order to qualify for CGT and IHT reliefs
  • Advising on establishing a family Trust
  • Advising on Trust Tax planning to reduce the income tax liabilities within the Trust