Elaine is a paralegal within BTO’s Wills, Estates and Succession Planning department. She joined BTO in 2006 and specialises in the administration of Trusts, Estates, Powers of Attorney and Guardianships.
Elaine has many years of experience having worked in the private client field since 1990. She qualified as a SOLAS (The Society of Law Accountants in Scotland) Trust Accountant in 1992, moving on to qualify as a paralegal in 1998.
Elaine deals with all aspects in the day to day administration of Trusts including the production of the Annual Trust Accounts.
Elaine also deals with all aspects of the administration of both testate and intestate estates including meeting clients, investigating and obtaining full details of a person’s estate, submitting the necessary HMRC forms and calculating and settling IHT, when necessary, submitting the application for Confirmation to the court and the ingathering and distribution of assets to the beneficiaries and the production of the Executry Accounts. Elaine has dealt with some very large and complex estates, involving negotiations with HMRC and foreign estate assets. She also has experience in dealing with estates which have been problematic due to family conflicts.
Elaine also deals with the day to day administration of Power of Attorney clients and Guardianships including the production of the annual accounts and submitting these to the Office of the Public Guardian.
Elaine is very approachable and her main goal is to take the burden in dealing with such matters from her clients and provide them with a friendly, effective and efficient service. Elaine is also conscientious and very organised and which makes her extremely efficient in her job.
Prior to joining BTO Elaine spent 10 years working for Mitchells Robertson, firstly dealing with clients share portfolios and insurance then as a Trust Accountant and finally moving on to become a Trust and Executry Paralegal there. Elaine also worked as a Trust and Executry Paralegal at McClure Naismith for 2 years and Bishops for 4 years.