Karen has been with BTO since 2003 and specialises in all aspects of executry work within the Private Client team. She is a qualified Paralegal and is SOLAS (Society of Law Accountants in Scotland) qualified.
Karen deals with all aspects of the administration of estates including meeting clients, investigating and obtaining full details of a person’s estate, submitting the necessary application for Confirmation to the court and the ingathering and distribution of assets to the beneficiaries. Karen also is experienced in dealing with intestate estates and advising clients on the most tax efficient way to wind up an estate. Karen has also dealt with some very large and complex estates, involving negotiations with HMRC and foreign estate assets.
Prior to joining BTO, Karen spent 10 years working for the Clydesdale Bank in their Trust and Executry Department dealing with both Trust and Estate administration and 5 years working for Anderson Fyfe dealing with Estate administration.
Karen is very approachable and clients feel at ease speaking to her. She is also exceptionally organised and efficient so clients can rest assured that their file is being progressed as efficiently and diligently as possible.