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Gail Donaldson

Gail Donaldson

Senior Associate and Head of Private Client

Career History

I trained in Scotland but have practised in England since 2003 and am dual-qualified and joined Neves in 2009.

Recent Cases

My area of expertise is estate planning and I especially enjoy helping generations of families.

I have experience in private client matters, including:

  • Preparation of Wills for individuals, married couples and unmarried couples
  • Inheritance Tax Planning
  • Probate
  • Domicile issues in Wills and Tax Planning
  • Capital Gains Tax and Income Tax Planning
  • Powers of Attorney and Capacity Issues
  • Elderly Client Matters including advice with regard to care fees
  • Preparation of Trusts
  • Administration of Trusts
  • Tax Compliance including preparation of tax return forms for individuals, trustees and executors.

I am a member of both The Chartered Institute of Taxation, and The Society of Trust and Estate Practitioners (STEP).

What makes me human

I enjoy travel and reading – I love visiting new countries and ticking destinations off my bucket list.

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I would like to thank you for your understanding, kindness and prompt action, thus making, what was never a pleasant experience, so much easier.

12/07/2017