Catriona MacPhail

Edinburgh Office
Catriona is partner in our Private Client division.

Catriona specialises in estate planning and all aspects of asset protection. She provides advice on inheritance tax planning, giving clear guidance to clients regarding the passing of wealth to future generations.

She has considerable experience in dealing with complex tax planning and estates, including claims for inheritance tax relief for business interests and agricultural property, as well as post death inheritance tax mitigation.

She is also experienced in administering complex and contentious estates, working with our market-leading contentious estates litigation team where required.

Catriona is a full member of STEP (The Society of Trust & Estate Practitioners), having gained the Diploma in Trusts and Estates with Distinction. She is a member of the STEP Special Interest Group in Cross-Border Estates as well as the Special Interest Group in Digital Assets.

She previously held the role of Legal Assistant to the Lord Justice-Clerk at the Supreme Courts of Scotland.

Individuals & Families Expertise

Catriona's expertise ranges from Will drafting and making Powers of Attorney to the formation and administration of Trusts, to give clients peace of mind for whatever lies ahead. She understands that complicated family dynamics can play a part in your estate planning and she will work with you to find a solution to suit your family's needs.

She takes pride in making clients feel comfortable every step of the way, and she encourages an open-minded approach to planning so she can truly explore every aspect of what her clients might need.