Solicitor at Balfour + Manson LLP
Lorna McDowall
Solicitor - Executry Paralegal
I have more than 30 years’ experience of being involved in various aspects of Private Client work. On joining Balfour+Manson in 2018 my main area of work is now executry administration. I administer estates from start to finish, including investigation the extent of estates, preparing the paperwork necessary to enable executors to administer estate, dealing with HMRC in relation to inheritance tax and assisting our Tax Department where information is required regarding final lifetime and executry income and capital gains matters, advising on the treatment required to administer various types of assets, transferring and distributing assets, and preparing final executry accounts.
56-66 Frederick Street, EH2 1LS
Practice Areas
Housing & Property, Wills, Trusts & Probate
- Wills, Trusts & Probate 50%
- Housing & Property 50%
1 Client Review
Overall experience
- Value For Money
- Approachability
About Lorna McDowall
I have more than 30 years’ experience of being involved in various aspects of Private Client work. On joining Balfour+Manson in 2018 my main area of work is now executry administration. I administer estates from start to finish, including investigation the extent of estates, preparing the paperwork necessary to enable executors to administer estate, dealing with HMRC in relation to inheritance tax and assisting our Tax Department where information is required regarding final lifetime and executry income and capital gains matters, advising on the treatment required to administer various types of assets, transferring and distributing assets, and preparing final executry accounts.
Languages Spoken: English
Contact Lorna McDowall
Resume
WORK EXPERIENCE
Title
Name
Duration
Executry Paralegal
Balfour + Manson LLP
?-present
Professional and Empathetic
Lorna handled our parents estates she was professional empathetic and compassionate. We received regular updates and she sorted any issues reassuring us at every turn.
She is a real asset to your company and we can't thanks her enough for her work and caring attitude throughout.
Lawyer named in this review: Lorna McDowall
A representative from Balfour + Manson LLP responded to this review on 20 June, 2024
Thank you for taking the time to review us. It is really appreciated. We have passed your comments onto Lorna. Please let us know if we can be of assistance in the future.
Was this review helpful? Yes