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Sue Hunter

Partner

0131 516 2928
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Sue is a Partner and head of our Private Client Sector.  She is also the head of our Wealth Manager team.

A qualified lawyer and also a Chartered Financial Adviser 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.

 

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 and 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.

What our clients and peers say: 

"...I was introduced to Sue during a particularly unsettling time for our family. She identified with the issues I faced straight away and was able to outline my options clearly and detail how much her expertise would cost. At a time of upheaval, I appreciated that straight talking very much. Her professionalism is outstanding but she is also a really approachable person with a lot of common sense."

- Private client

"...Morton Fraser offer an exceptional service through attention to detail, clear and concise advice and clarity about fees. Communication between departments is flawless, and you know you have the support of the entire team involved with whatever you are trying to achieve."

- Private client

"Both my wife & I were very impressed and satisfied by the information, advice and direction offered by the straight talking, and comfortable approach of Sue Hunter. Very pleased indeed that we made the move to get in touch, and just a shame that we did not do so much sooner."

- Private Client

Chambers rank Sue as a notable practitioner in the area of private wealth law

Chambers

Legal 500 note that she is a leading individual dealing with personal tax, trusts and executries.

Legal 500

co-operative, efficient and knowledgeable; We have always found all those involved to be professional, conscientious, approachable and supportive.

Chambers and Partners 2020
Chamber 2020

Recent Content by Sue Hunter

21 Sep 2020

World Alzheimer's Day - join the conversation and talk about dementia

World Alzheimer's Day takes place on 21 September and is part of World Alzheimer's Month. This year the focus is on dementia. 
Blog
Sue Hunter
10 Jul 2020

Are you in the sandwich generation and feeling more pressure than ever?

The sandwich generation is a term given to people who care for both their aging parents and their own children.  The Office of National Statistics...
Article
Sue Hunter
5 Jun 2020

Three Lockdown Trends That Could Affect You

Coronavirus has impacted individuals and families in too many ways to mention. Uncertainty is putting stress on existing legal plans and many are...
Blog
Sue Hunter

Memberships

Notary public