Areas of practice
Private Client
Tax, Finance & Investment
Morna is a member of our private client team. She specialises in tax and succession planning and other aspects of asset protection.
Morna has considerable experience in advising clients with regard to capital tax mitigation and has a particular interest in estate planning for farmers and other landowners, identifying opportunities to shelter heritable and business assets from inheritance tax.
She can advise on the use of tax efficient wills, the creation, management and termination of trusts, and the administration of complex estates. She also has expertise in dealing with foreign issues, partnerships and National Lottery winners.
Morna holds the Financial Planning Certificate.