OUR PEOPLE

Sue Hunter

Sue is a partner and head of our Private Client sector.  She is also the head of our Wealth Management team.

A qualified lawyer and also a Chartered Financial Planner she is uniquely placed to advise clients who need legal and financial advice.

With over 20 years of experience she has worked with individuals and families of all shapes and sizes. She takes time to understand what is important to each of her clients and tailors her advice to meet their needs. Recognising that nobody wants to consult a lawyer if they can avoid it she tries to take the stress out of the advice process. 

Sue is a full member of STEP (The Society of Trust & Estate Practitioners) and the Chartered Insurance Institute. She has also been certified to provide financial advice under the Financial Conduct Authority's Senior Managers and Certification Regime.  

Membership & Awards
Law Society of Scotland
STEP
Chartered Insurance Institution

Business Expertise

Sue works with a number of owner managed businesses helping to devise a tax efficient succession plan which works for the individual and the wider family.

 

Individuals & Families Expertise

Sue's main area of work is succession planning. What do you own and how is it to pass to the next generations? What are the pitfalls? What is the tax position and can tax be saved? Do you have family members who are vulnerable and need some sort of protection? Are you vulnerable and in need of support?

She can help you with a wide range of issues:- Wills, Trusts, Powers of Attorney, tax planning, succession planning, executry administration, care of the elderly, financial planning, retirement planning, inheritance tax planning, exemption for heritage assets and family disputes.